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 | $79,918 | -2.8% | 843 | +0.1% | 0.04% | +2.6% |
| Q2 2023 | $82,244 | +10.0% | 842 | 0.0% | 0.04% | +8.6% |
| Q1 2023 | $74,749 | +8.9% | 842 | 0.0% | 0.04% | +6.1% |
| Q4 2022 | $68,611 | +2.4% | 842 | +0.1% | 0.03% | -5.7% |
| Q3 2022 | $67,000 | -4.3% | 841 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $70,000 | -21.3% | 841 | 0.0% | 0.04% | -5.4% |
| Q1 2022 | $89,000 | -8.2% | 841 | 0.0% | 0.04% | -24.5% |
| Q4 2021 | $97,000 | +12.8% | 841 | +0.1% | 0.05% | +28.9% |
| Q3 2021 | $86,000 | +1.2% | 840 | 0.0% | 0.04% | +2.7% |
| Q2 2021 | $85,000 | +11.8% | 840 | 0.0% | 0.04% | +5.7% |
| Q1 2021 | $76,000 | +2.7% | 840 | 0.0% | 0.04% | -7.9% |
| Q4 2020 | $74,000 | +10.4% | 840 | 0.0% | 0.04% | -5.0% |
| Q3 2020 | $67,000 | +11.7% | 840 | +0.1% | 0.04% | +5.3% |
| Q2 2020 | $60,000 | +17.6% | 839 | -6.8% | 0.04% | 0.0% |
| Q1 2020 | $51,000 | -15.0% | 900 | +2.0% | 0.04% | +18.8% |
| Q4 2019 | $60,000 | +9.1% | 882 | 0.0% | 0.03% | +3.2% |
| Q3 2019 | $55,000 | +19.6% | 882 | +21.3% | 0.03% | +14.8% |
| Q2 2019 | $46,000 | – | 727 | – | 0.03% | – |
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% |