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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $440 | +10.0% | 4,500 | 0.0% | 0.06% | +5.3% |
| Q1 2023 | $400 | +11.4% | 4,500 | +2.3% | 0.06% | +5.6% |
| Q4 2022 | $359 | -99.9% | 4,400 | +0.3% | 0.05% | -6.9% |
| Q3 2022 | $351,000 | -3.8% | 4,385 | +0.7% | 0.06% | +5.5% |
| Q2 2022 | $365,000 | -20.7% | 4,355 | 0.0% | 0.06% | -8.3% |
| Q1 2022 | $460,000 | -12.5% | 4,355 | -4.3% | 0.06% | +5.3% |
| Q4 2021 | $526,000 | +12.9% | 4,550 | 0.0% | 0.06% | +9.6% |
| Q3 2021 | $466,000 | +12.8% | 4,550 | +11.0% | 0.05% | +13.0% |
| Q2 2021 | $413,000 | +12.5% | 4,100 | +1.5% | 0.05% | +7.0% |
| Q1 2021 | $367,000 | +3.4% | 4,040 | +1.0% | 0.04% | -4.4% |
| Q4 2020 | $355,000 | +10.9% | 4,000 | 0.0% | 0.04% | -4.3% |
| Q3 2020 | $320,000 | +11.1% | 4,000 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $288,000 | +150.4% | 4,000 | +100.0% | 0.05% | +113.6% |
| Q1 2020 | $115,000 | – | 2,000 | – | 0.02% | – |
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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% |