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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $8,000 | -11.1% | 80 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $9,000 | +12.5% | 80 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | +14.3% | 80 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | -50.0% | 80 | -50.0% | 0.00% | 0.0% |
| Q4 2020 | $14,000 | +250.0% | 160 | +116.2% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -20.0% | 74 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | -83.9% | 74 | -85.0% | 0.00% | -75.0% |
| Q2 2019 | $31,000 | +72.2% | 492 | +67.9% | 0.00% | +100.0% |
| Q1 2019 | $18,000 | -10.0% | 293 | -22.9% | 0.00% | -33.3% |
| Q4 2018 | $20,000 | -75.0% | 380 | -70.5% | 0.00% | -66.7% |
| Q3 2018 | $80,000 | -23.8% | 1,287 | -29.7% | 0.01% | -30.8% |
| Q2 2018 | $105,000 | +183.8% | 1,830 | +168.7% | 0.01% | +160.0% |
| Q1 2018 | $37,000 | +105.6% | 681 | +98.0% | 0.01% | +150.0% |
| Q4 2017 | $18,000 | -10.0% | 344 | -14.9% | 0.00% | 0.0% |
| Q3 2017 | $20,000 | +122.2% | 404 | +125.7% | 0.00% | +100.0% |
| Q2 2017 | $9,000 | – | 179 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vantage Financial Partners, LLC | 464,658 | $38,892,000 | 22.95% |
| Madison Wealth Partners, Inc | 326,892 | $27,361,000 | 17.38% |
| HILLTOP WEALTH ADVISORS, LLC | 210,626 | $17,629,000 | 17.17% |
| Tennessee Valley Asset Management Partners | 377,060 | $31,560,000 | 12.13% |
| Financial Council, LLC | 105,261 | $8,810,000 | 10.99% |
| Legacy Financial Group LLC | 408,231 | $34,169,000 | 10.78% |
| DOLIVER ADVISORS, LP | 352,235 | $29,482,000 | 10.47% |
| Veracity Capital LLC | 214,699 | $17,970,000 | 9.56% |
| ForthRight Wealth Management, LLC | 197,265 | $16,511,000 | 9.18% |
| Petix & Botte Co | 114,588 | $9,591,000 | 7.06% |