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 | $513,952 | -3.1% | 5,420 | -0.2% | 0.01% | +10.0% |
| Q2 2023 | $530,157 | +7.0% | 5,430 | -2.7% | 0.01% | +42.9% |
| Q1 2023 | $495,534 | -37.3% | 5,582 | -42.4% | 0.01% | -36.4% |
| Q4 2022 | $790,337 | -13.6% | 9,695 | -15.0% | 0.01% | -15.4% |
| Q3 2022 | $915,000 | +85.6% | 11,404 | +93.8% | 0.01% | +62.5% |
| Q2 2022 | $493,000 | -17.3% | 5,885 | +4.2% | 0.01% | 0.0% |
| Q1 2022 | $596,000 | -8.7% | 5,648 | 0.0% | 0.01% | -27.3% |
| Q4 2021 | $653,000 | +6.0% | 5,648 | -6.2% | 0.01% | +37.5% |
| Q3 2021 | $616,000 | +0.5% | 6,019 | -0.9% | 0.01% | 0.0% |
| Q2 2021 | $613,000 | +11.7% | 6,076 | +0.3% | 0.01% | 0.0% |
| Q1 2021 | $549,000 | +0.5% | 6,059 | -1.6% | 0.01% | 0.0% |
| Q4 2020 | $546,000 | +143.8% | 6,156 | +120.3% | 0.01% | +100.0% |
| Q3 2020 | $224,000 | +2388.9% | 2,794 | +2016.7% | 0.00% | – |
| Q2 2020 | $9,000 | +28.6% | 132 | 0.0% | 0.00% | – |
| Q1 2020 | $7,000 | -97.7% | 132 | -97.1% | 0.00% | -100.0% |
| Q4 2019 | $310,000 | – | 4,584 | – | 0.01% | – |
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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% |