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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $96,859 | -42.8% | 992 | -48.0% | 0.01% | -26.3% |
| Q1 2023 | $169,373 | -87.0% | 1,908 | -87.1% | 0.02% | -79.1% |
| Q4 2022 | $1,303,012 | -28.8% | 14,812 | -25.0% | 0.09% | -28.3% |
| Q1 2022 | $1,830,000 | -14.4% | 19,753 | -2.2% | 0.13% | -9.9% |
| Q4 2021 | $2,138,000 | -5.9% | 20,207 | +2.2% | 0.14% | -6.6% |
| Q3 2021 | $2,271,000 | +28.2% | 19,763 | +17.2% | 0.15% | +20.8% |
| Q2 2021 | $1,772,000 | +23.5% | 16,860 | +12.2% | 0.12% | +12.6% |
| Q1 2021 | $1,435,000 | -0.9% | 15,026 | -4.3% | 0.11% | -9.8% |
| Q4 2020 | $1,448,000 | +4.9% | 15,698 | -4.9% | 0.12% | -8.9% |
| Q3 2020 | $1,381,000 | +46.1% | 16,509 | +38.8% | 0.14% | +37.8% |
| Q2 2020 | $945,000 | – | 11,897 | – | 0.10% | – |
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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% |