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 | $276,714 | +2.1% | 2,918 | +5.1% | 0.12% | -2.5% |
| Q2 2023 | $271,049 | +10.0% | 2,776 | 0.0% | 0.12% | +3.5% |
| Q1 2023 | $246,426 | -4.8% | 2,776 | -12.6% | 0.12% | -12.9% |
| Q4 2022 | $258,908 | +1.5% | 3,176 | 0.0% | 0.13% | -3.6% |
| Q3 2022 | $255,000 | -4.1% | 3,176 | 0.0% | 0.14% | +3.8% |
| Q2 2022 | $266,000 | -20.8% | 3,176 | 0.0% | 0.13% | +0.8% |
| Q1 2022 | $336,000 | -8.4% | 3,176 | 0.0% | 0.13% | -9.7% |
| Q4 2021 | $367,000 | +12.9% | 3,176 | 0.0% | 0.14% | +9.8% |
| Q3 2021 | $325,000 | +1.2% | 3,176 | 0.0% | 0.13% | +3.1% |
| Q2 2021 | $321,000 | +11.5% | 3,176 | 0.0% | 0.13% | +2.4% |
| Q1 2021 | $288,000 | +2.1% | 3,176 | 0.0% | 0.12% | +13.6% |
| Q4 2020 | $282,000 | +11.0% | 3,176 | 0.0% | 0.11% | -3.5% |
| Q3 2020 | $254,000 | +11.4% | 3,176 | 0.0% | 0.11% | +0.9% |
| Q2 2020 | $228,000 | +6.0% | 3,176 | 0.0% | 0.11% | +15.3% |
| Q4 2019 | $215,000 | – | 3,176 | – | 0.10% | – |
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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% |