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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,519,000 | +8.8% | 13,132 | -3.7% | 0.10% | -8.3% |
| Q3 2021 | $1,396,000 | -0.4% | 13,634 | -1.7% | 0.11% | -2.7% |
| Q2 2021 | $1,401,000 | +12.6% | 13,871 | +1.2% | 0.11% | +1.8% |
| Q1 2021 | $1,244,000 | +18.4% | 13,703 | +15.6% | 0.11% | +8.9% |
| Q4 2020 | $1,051,000 | +24.5% | 11,853 | +12.4% | 0.10% | +11.0% |
| Q3 2020 | $844,000 | +70.2% | 10,549 | +52.8% | 0.09% | +56.9% |
| Q2 2020 | $496,000 | +64.2% | 6,906 | +30.6% | 0.06% | +48.7% |
| Q1 2020 | $302,000 | +196.1% | 5,289 | +251.2% | 0.04% | +254.5% |
| Q4 2019 | $102,000 | +43.7% | 1,506 | +32.8% | 0.01% | +37.5% |
| Q3 2019 | $71,000 | +29.1% | 1,134 | +29.9% | 0.01% | +33.3% |
| Q2 2019 | $55,000 | +205.6% | 873 | +155.3% | 0.01% | +50.0% |
| Q4 2018 | $18,000 | -99.9% | 342 | -30.2% | 0.00% | 0.0% |
| Q4 2016 | $21,000,000 | +99900.0% | 490 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $21,000 | -4.5% | 490 | +69.0% | 0.00% | -50.0% |
| Q3 2015 | $22,000 | -4.3% | 290 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $23,000 | +76.9% | 290 | +81.2% | 0.01% | +100.0% |
| Q1 2015 | $13,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $13,000 | -72.9% | 160 | -75.0% | 0.00% | -60.0% |
| Q3 2014 | $48,000 | – | 639 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOLIVER ADVISORS, LP | 497,864 | $57,667,000 | 18.02% |
| Madison Wealth Partners, Inc | 284,803 | $32,935,000 | 16.56% |
| Legacy Financial Group LLC | 335,565 | $37,550,000 | 16.14% |
| Financial Council, LLC | 106,646 | $12,333,000 | 14.74% |
| Tennessee Valley Asset Management Partners | 350,633 | $40,547,000 | 13.54% |
| ForthRight Wealth Management, LLC | 182,749 | $21,133,000 | 11.55% |
| Vantage Financial Partners, LLC | 251,397 | $29,072,000 | 11.38% |
| Mascoma Wealth Management LLC | 248,716 | $28,762,000 | 9.95% |
| Veracity Capital LLC | 196,948 | $22,775,000 | 9.14% |
| WJ Wealth Management, LLC | 127,037 | $14,689,000 | 8.78% |