ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 358 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $335,000 | +4.7% | 4,667 | -16.7% | 0.42% | -1.4% |
| Q1 2020 | $320,000 | -17.3% | 5,605 | -2.1% | 0.43% | +30.4% |
| Q4 2019 | $387,000 | +8.7% | 5,726 | +1.3% | 0.33% | -11.1% |
| Q3 2019 | $356,000 | +27.6% | 5,655 | +26.8% | 0.37% | +48.6% |
| Q2 2019 | $279,000 | -0.4% | 4,459 | -4.0% | 0.25% | -12.0% |
| Q1 2019 | $280,000 | +21.2% | 4,647 | +5.9% | 0.28% | +3.7% |
| Q4 2018 | $231,000 | – | 4,387 | – | 0.27% | – |
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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% |