ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 251 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $94,830 | +16.3% | 1,000 | 0.0% | 0.02% | +5.0% |
| Q2 2023 | $81,520 | 0.0% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $81,520 | 0.0% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $81,520 | -0.6% | 1,000 | 0.0% | 0.02% | -4.8% |
| Q3 2022 | $82,000 | -8.9% | 1,000 | 0.0% | 0.02% | -8.7% |
| Q2 2022 | $90,000 | -15.1% | 1,000 | 0.0% | 0.02% | -4.2% |
| Q1 2022 | $106,000 | -33.3% | 1,000 | -27.3% | 0.02% | -36.8% |
| Q4 2021 | $159,000 | +12.8% | 1,375 | 0.0% | 0.04% | +2.7% |
| Q3 2021 | $141,000 | +1.4% | 1,375 | 0.0% | 0.04% | +2.8% |
| Q2 2021 | $139,000 | -22.8% | 1,375 | -30.8% | 0.04% | -30.8% |
| Q1 2021 | $180,000 | +31.4% | 1,988 | +29.1% | 0.05% | +18.2% |
| Q4 2020 | $137,000 | +11.4% | 1,540 | 0.0% | 0.04% | +83.3% |
| Q3 2020 | $123,000 | +10.8% | 1,540 | 0.0% | 0.02% | -42.9% |
| Q2 2020 | $111,000 | +19.4% | 1,540 | -5.5% | 0.04% | -6.7% |
| Q1 2020 | $93,000 | -52.8% | 1,630 | -44.1% | 0.04% | -43.8% |
| Q4 2019 | $197,000 | -71.1% | 2,915 | -73.1% | 0.08% | -65.7% |
| Q3 2019 | $681,000 | -50.2% | 10,829 | -50.4% | 0.23% | -57.4% |
| Q2 2019 | $1,368,000 | -0.8% | 21,818 | -4.5% | 0.55% | -5.4% |
| Q1 2019 | $1,379,000 | -7.0% | 22,856 | -18.8% | 0.58% | -20.8% |
| Q4 2018 | $1,483,000 | – | 28,141 | – | 0.73% | – |
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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% |