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 2021 | $391,000 | +1.3% | 3,822 | 0.0% | 0.07% | +2.8% |
| Q2 2021 | $386,000 | -3.5% | 3,822 | -13.3% | 0.07% | -12.2% |
| Q1 2021 | $400,000 | +2.3% | 4,410 | 0.0% | 0.08% | -26.1% |
| Q4 2020 | $391,000 | +10.8% | 4,410 | 0.0% | 0.11% | -4.3% |
| Q3 2020 | $353,000 | -42.1% | 4,410 | -48.0% | 0.12% | -45.5% |
| Q2 2020 | $610,000 | +72.3% | 8,480 | +36.9% | 0.21% | +60.2% |
| Q1 2020 | $354,000 | -15.5% | 6,194 | 0.0% | 0.13% | +15.7% |
| Q4 2019 | $419,000 | +43.5% | 6,194 | +33.2% | 0.12% | +27.8% |
| Q3 2019 | $292,000 | 0.0% | 4,651 | 0.0% | 0.09% | +1.1% |
| Q2 2019 | $292,000 | +3.9% | 4,651 | 0.0% | 0.09% | 0.0% |
| Q1 2019 | $281,000 | +14.7% | 4,651 | 0.0% | 0.09% | 0.0% |
| Q4 2018 | $245,000 | – | 4,651 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vantage Financial Partners, LLC | 464,658 | $38,892,000 | 22.95% |
| Madison Wealth Partners, Inc | 326,892 | $27,361,000 | 17.38% |
| HILLTOP WEALTH ADVISORS, LLC | 210,626 | $17,629,000 | 17.17% |
| Tennessee Valley Asset Management Partners | 377,060 | $31,560,000 | 12.13% |
| Financial Council, LLC | 105,261 | $8,810,000 | 10.99% |
| Legacy Financial Group LLC | 408,231 | $34,169,000 | 10.78% |
| DOLIVER ADVISORS, LP | 352,235 | $29,482,000 | 10.47% |
| Veracity Capital LLC | 214,699 | $17,970,000 | 9.56% |
| ForthRight Wealth Management, LLC | 197,265 | $16,511,000 | 9.18% |
| Petix & Botte Co | 114,588 | $9,591,000 | 7.06% |