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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $485,845 | +73.6% | 5,473 | +59.4% | 0.01% | -65.8% |
| Q4 2022 | $279,858 | -98.3% | 3,433 | -98.1% | 0.04% | -84.2% |
| Q4 2020 | $16,170,000 | +163.9% | 182,320 | +138.0% | 0.24% | +112.4% |
| Q3 2020 | $6,127,000 | -56.3% | 76,602 | -60.7% | 0.11% | -59.2% |
| Q2 2020 | $14,017,000 | +290.0% | 195,008 | +209.8% | 0.28% | +149.5% |
| Q1 2020 | $3,594,000 | +66.1% | 62,954 | +96.8% | 0.11% | +68.2% |
| Q4 2019 | $2,164,000 | – | 31,993 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HILLTOP WEALTH ADVISORS, LLC | 242,857 | $23,030,163 | 17.82% |
| Tanglewood Legacy Advisors, LLC | 292,457 | $27,733,735 | 16.63% |
| Madison Wealth Partners, Inc | 327,310 | $31,038,780 | 15.70% |
| Tennessee Valley Asset Management Partners | 377,253 | $35,774,844 | 11.76% |
| Veracity Capital LLC | 260,986 | $24,749,311 | 11.48% |
| Legacy Financial Group LLC | 485,559 | $46,045,533,000 | 10.83% |
| Cardinal Strategic Wealth Guidance | 229,317 | $21,746,144 | 10.08% |
| DOLIVER ADVISORS, LP | 335,858 | $31,849,414 | 9.59% |
| DDFG, Inc | 271,196 | $25,717,517 | 9.48% |
| ZRC WEALTH MANAGEMENT, LLC | 106,362 | $10,086,272 | 8.71% |