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 | $34,427,721 | -4.3% | 363,047 | -1.5% | 0.30% | -3.3% |
| Q2 2023 | $35,982,971 | +36.2% | 368,527 | +23.9% | 0.30% | +15.1% |
| Q1 2023 | $26,411,287 | +9.4% | 297,525 | +0.5% | 0.26% | -0.7% |
| Q4 2022 | $24,142,841 | +69.2% | 296,159 | +66.4% | 0.27% | +48.3% |
| Q3 2022 | $14,268,000 | +3.3% | 177,947 | +7.8% | 0.18% | -4.8% |
| Q2 2022 | $13,810,000 | -22.4% | 164,997 | -2.0% | 0.19% | -16.7% |
| Q1 2022 | $17,795,000 | +21.7% | 168,420 | +33.2% | 0.23% | +9.7% |
| Q4 2021 | $14,624,000 | +12.5% | 126,458 | -0.4% | 0.21% | -4.6% |
| Q3 2021 | $13,004,000 | +5.9% | 126,982 | +4.4% | 0.22% | -4.4% |
| Q2 2021 | $12,279,000 | +18.6% | 121,597 | +6.6% | 0.23% | +6.6% |
| Q1 2021 | $10,354,000 | +13.8% | 114,039 | +11.2% | 0.21% | -10.9% |
| Q4 2020 | $9,095,000 | +9276.3% | 102,549 | +5932.3% | 0.24% | +7866.7% |
| Q1 2020 | $97,000 | -75.1% | 1,700 | -70.4% | 0.00% | -78.6% |
| Q4 2019 | $389,000 | +8.1% | 5,748 | +0.3% | 0.01% | 0.0% |
| Q3 2019 | $360,000 | +4400.0% | 5,732 | +3622.1% | 0.01% | +1300.0% |
| Q3 2017 | $8,000 | – | 154 | – | 0.00% | – |
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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% |