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 | $3,402,406 | -3.2% | 35,879 | -0.3% | 0.33% | -4.3% |
| Q2 2023 | $3,515,528 | +9.7% | 36,005 | -0.3% | 0.35% | -7.9% |
| Q1 2023 | $3,205,041 | +8.0% | 36,105 | -0.9% | 0.38% | +7.4% |
| Q4 2022 | $2,968,551 | +633.0% | 36,415 | +621.8% | 0.35% | +576.9% |
| Q3 2022 | $405,000 | +710.0% | 5,045 | +740.8% | 0.05% | +766.7% |
| Q2 2022 | $50,000 | -20.6% | 600 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $63,000 | -8.7% | 600 | 0.0% | 0.01% | -12.5% |
| Q4 2021 | $69,000 | +13.1% | 600 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $61,000 | 0.0% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $61,000 | +13.0% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $54,000 | +5.9% | 600 | +3.8% | 0.01% | 0.0% |
| Q4 2020 | $51,000 | +112.5% | 578 | +92.7% | 0.01% | +60.0% |
| Q3 2020 | $24,000 | +9.1% | 300 | 0.0% | 0.01% | +25.0% |
| Q2 2020 | $22,000 | +29.4% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $17,000 | -15.0% | 300 | 0.0% | 0.00% | -20.0% |
| Q4 2019 | $20,000 | -9.1% | 300 | -12.8% | 0.01% | -16.7% |
| Q3 2019 | $22,000 | 0.0% | 344 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $22,000 | +22.2% | 344 | +14.7% | 0.01% | 0.0% |
| Q1 2019 | $18,000 | +12.5% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $16,000 | – | 300 | – | 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% |