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 | $419,311 | -8.1% | 4,421 | -5.4% | 0.03% | -6.7% |
| Q2 2023 | $456,146 | +211.3% | 4,671 | +183.1% | 0.03% | +200.0% |
| Q1 2023 | $146,548 | +9.3% | 1,650 | +0.3% | 0.01% | 0.0% |
| Q4 2022 | $134,107 | +2.4% | 1,645 | +0.3% | 0.01% | -9.1% |
| Q3 2022 | $131,000 | -3.7% | 1,640 | +0.3% | 0.01% | -21.4% |
| Q2 2022 | $136,000 | -20.9% | 1,635 | +0.2% | 0.01% | -6.7% |
| Q1 2022 | $172,000 | -8.5% | 1,632 | +0.2% | 0.02% | -6.2% |
| Q4 2021 | $188,000 | +8.7% | 1,629 | -3.7% | 0.02% | +14.3% |
| Q3 2021 | $173,000 | -6.0% | 1,691 | -7.5% | 0.01% | -22.2% |
| Q2 2021 | $184,000 | +36.3% | 1,828 | +22.8% | 0.02% | +28.6% |
| Q1 2021 | $135,000 | +3.1% | 1,488 | +0.3% | 0.01% | -12.5% |
| Q4 2020 | $131,000 | -7.7% | 1,484 | -16.9% | 0.02% | -20.0% |
| Q3 2020 | $142,000 | -61.2% | 1,786 | -65.0% | 0.02% | -64.9% |
| Q2 2020 | $366,000 | – | 5,103 | – | 0.06% | – |
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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% |