ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 545 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 7.60 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% | – |
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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% |