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 | $410 | -1.2% | 4,325 | +1.7% | 0.02% | 0.0% |
| Q2 2023 | $415 | +1.7% | 4,251 | -7.6% | 0.02% | 0.0% |
| Q1 2023 | $408 | -87.4% | 4,601 | -88.4% | 0.02% | -88.3% |
| Q4 2022 | $3,226 | -99.9% | 39,576 | +19.1% | 0.20% | +7.1% |
| Q3 2022 | $2,664,000 | +2.9% | 33,227 | +7.4% | 0.18% | +2.2% |
| Q2 2022 | $2,590,000 | -20.0% | 30,939 | +1.0% | 0.18% | -12.2% |
| Q1 2022 | $3,238,000 | -3.9% | 30,647 | +5.1% | 0.20% | 0.0% |
| Q4 2021 | $3,371,000 | +17.7% | 29,154 | +4.3% | 0.20% | +9.0% |
| Q3 2021 | $2,863,000 | +24.4% | 27,958 | +22.6% | 0.19% | +21.3% |
| Q2 2021 | $2,302,000 | +68.5% | 22,800 | +51.5% | 0.16% | +64.9% |
| Q1 2021 | $1,366,000 | +56.8% | 15,046 | +53.2% | 0.09% | +23.7% |
| Q4 2020 | $871,000 | +290.6% | 9,821 | +252.4% | 0.08% | +261.9% |
| Q3 2020 | $223,000 | +11.5% | 2,787 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $200,000 | +25.8% | 2,787 | 0.0% | 0.02% | +5.0% |
| Q1 2020 | $159,000 | -19.7% | 2,787 | -4.8% | 0.02% | 0.0% |
| Q4 2019 | $198,000 | -16.8% | 2,928 | -22.7% | 0.02% | -20.0% |
| Q3 2019 | $238,000 | 0.0% | 3,790 | 0.0% | 0.02% | -3.8% |
| Q2 2019 | $238,000 | +4.4% | 3,790 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $228,000 | +14.0% | 3,790 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $200,000 | -99.9% | 3,790 | -50.0% | 0.03% | -3.7% |
| Q3 2018 | $235,669,000 | +108503.2% | 7,580 | +100.0% | 0.03% | +3.8% |
| Q2 2018 | $217,000 | +4.8% | 3,790 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $207,000 | +1.5% | 3,790 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $204,000 | +6.8% | 3,790 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $191,000 | -99.9% | 3,790 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $182,678,000 | +3.9% | 3,790 | 0.0% | 0.03% | -7.1% |
| Q1 2017 | $175,780,000 | +107740.5% | 3,790 | 0.0% | 0.03% | -3.4% |
| Q4 2016 | $163,000 | – | 3,790 | – | 0.03% | – |
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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% |