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 | $1,178,758 | -11.7% | 12,430 | -29.8% | 0.02% | -5.3% |
| Q2 2023 | $1,335,346 | +36.2% | 17,707 | +339.7% | 0.02% | +11.8% |
| Q1 2023 | $980,411 | -6.3% | 4,027 | -68.6% | 0.02% | -10.5% |
| Q4 2022 | $1,046,816 | -0.3% | 12,841 | -2.0% | 0.02% | -20.8% |
| Q3 2022 | $1,050,000 | -6.5% | 13,099 | -2.3% | 0.02% | -4.0% |
| Q2 2022 | $1,123,000 | -20.2% | 13,413 | +0.7% | 0.02% | -19.4% |
| Q1 2022 | $1,408,000 | -8.7% | 13,325 | -0.1% | 0.03% | -13.9% |
| Q4 2021 | $1,542,000 | +12.1% | 13,332 | -0.8% | 0.04% | -5.3% |
| Q3 2021 | $1,376,000 | 0.0% | 13,438 | -1.4% | 0.04% | 0.0% |
| Q2 2021 | $1,376,000 | +7.4% | 13,626 | -3.4% | 0.04% | -7.3% |
| Q1 2021 | $1,281,000 | -0.4% | 14,111 | -2.7% | 0.04% | -8.9% |
| Q4 2020 | $1,286,000 | +23.9% | 14,503 | +0.4% | 0.04% | +2.3% |
| Q2 2020 | $1,038,000 | +25.8% | 14,446 | 0.0% | 0.04% | +10.0% |
| Q1 2020 | $825,000 | -14.0% | 14,446 | +1.9% | 0.04% | +2.6% |
| Q4 2019 | $959,000 | – | 14,181 | – | 0.04% | – |
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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% |