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 | $6,970,005 | -11.4% | 73,500 | -8.8% | 0.05% | -5.4% |
| Q2 2023 | $7,868,277 | +332.0% | 80,584 | +292.8% | 0.06% | +211.1% |
| Q1 2023 | $1,821,337 | +130.2% | 20,517 | +111.4% | 0.02% | +80.0% |
| Q4 2022 | $791,315 | +0.7% | 9,707 | -1.0% | 0.01% | 0.0% |
| Q3 2022 | $786,000 | +3.1% | 9,807 | +7.7% | 0.01% | 0.0% |
| Q2 2022 | $762,000 | -20.8% | 9,107 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $962,000 | -18.3% | 9,107 | -10.7% | 0.01% | -15.4% |
| Q4 2021 | $1,178,000 | +12.9% | 10,194 | +0.0% | 0.01% | -13.3% |
| Q3 2021 | $1,043,000 | -4.0% | 10,193 | -5.3% | 0.02% | 0.0% |
| Q2 2021 | $1,087,000 | +24.9% | 10,760 | +12.3% | 0.02% | 0.0% |
| Q1 2021 | $870,000 | -3.9% | 9,582 | -6.2% | 0.02% | -21.1% |
| Q4 2020 | $905,000 | +10.8% | 10,214 | 0.0% | 0.02% | -9.5% |
| Q3 2020 | $817,000 | +6.9% | 10,214 | -3.9% | 0.02% | -8.7% |
| Q2 2020 | $764,000 | +267.3% | 10,627 | +191.5% | 0.02% | +155.6% |
| Q1 2020 | $208,000 | -15.8% | 3,646 | 0.0% | 0.01% | -10.0% |
| Q4 2019 | $247,000 | +12.3% | 3,646 | +4.3% | 0.01% | -9.1% |
| Q3 2019 | $220,000 | – | 3,497 | – | 0.01% | – |
Download | ||||||
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% |