ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 414 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $490 | +60.7% | 5,167 | +65.3% | 0.12% | +63.4% |
| Q2 2023 | $305 | +9.7% | 3,125 | -0.3% | 0.07% | +4.4% |
| Q1 2023 | $278 | +3.0% | 3,135 | -5.3% | 0.07% | -4.2% |
| Q4 2022 | $270 | -99.9% | 3,309 | -9.3% | 0.07% | -19.3% |
| Q3 2022 | $293,000 | -6.1% | 3,650 | -2.2% | 0.09% | -4.3% |
| Q2 2022 | $312,000 | -22.4% | 3,731 | -1.9% | 0.09% | -21.4% |
| Q1 2022 | $402,000 | -2.0% | 3,802 | +7.2% | 0.12% | -12.0% |
| Q4 2021 | $410,000 | +17.5% | 3,545 | +4.1% | 0.13% | -37.3% |
| Q3 2021 | $349,000 | -0.6% | 3,407 | -2.0% | 0.21% | -12.0% |
| Q2 2021 | $351,000 | +10.7% | 3,478 | -0.5% | 0.24% | 0.0% |
| Q1 2021 | $317,000 | -7.6% | 3,496 | -9.6% | 0.24% | -9.4% |
| Q4 2020 | $343,000 | +19.1% | 3,868 | +7.6% | 0.27% | +11.8% |
| Q3 2020 | $288,000 | +4.3% | 3,595 | -6.4% | 0.24% | +3.5% |
| Q2 2020 | $276,000 | +72.5% | 3,840 | +37.1% | 0.23% | +38.6% |
| Q1 2020 | $160,000 | +166.7% | 2,800 | +213.9% | 0.17% | +36.1% |
| Q4 2019 | $60,000 | +9.1% | 892 | +2.3% | 0.12% | +2.5% |
| Q3 2019 | $55,000 | -1.8% | 872 | -2.9% | 0.12% | -12.5% |
| Q2 2019 | $56,000 | – | 898 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOLIVER ADVISORS, LP | 497,864 | $57,667,000 | 18.02% |
| Madison Wealth Partners, Inc | 284,803 | $32,935,000 | 16.56% |
| Legacy Financial Group LLC | 335,565 | $37,550,000 | 16.14% |
| Financial Council, LLC | 106,646 | $12,333,000 | 14.74% |
| Tennessee Valley Asset Management Partners | 350,633 | $40,547,000 | 13.54% |
| ForthRight Wealth Management, LLC | 182,749 | $21,133,000 | 11.55% |
| Vantage Financial Partners, LLC | 251,397 | $29,072,000 | 11.38% |
| Mascoma Wealth Management LLC | 248,716 | $28,762,000 | 9.95% |
| Veracity Capital LLC | 196,948 | $22,775,000 | 9.14% |
| WJ Wealth Management, LLC | 127,037 | $14,689,000 | 8.78% |