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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $342,553 | +9.0% | 3,508 | -0.9% | 0.06% | -3.4% |
Q1 2023 | $314,252 | +8.3% | 3,540 | -0.6% | 0.06% | -1.7% |
Q4 2022 | $290,273 | +11.2% | 3,561 | +9.4% | 0.06% | +15.4% |
Q3 2022 | $261,000 | -4.0% | 3,254 | +0.1% | 0.05% | +2.0% |
Q2 2022 | $272,000 | -20.7% | 3,251 | +0.1% | 0.05% | -7.3% |
Q1 2022 | $343,000 | +4.6% | 3,249 | +14.5% | 0.06% | +14.6% |
Q4 2021 | $328,000 | +13.1% | 2,837 | +0.0% | 0.05% | +6.7% |
Q3 2021 | $290,000 | -33.3% | 2,836 | -34.4% | 0.04% | -34.8% |
Q2 2021 | $435,000 | +34.3% | 4,322 | +21.2% | 0.07% | +16.9% |
Q1 2021 | $324,000 | +5.9% | 3,565 | +3.2% | 0.06% | -6.3% |
Q4 2020 | $306,000 | +25.4% | 3,454 | +1.8% | 0.06% | 0.0% |
Q2 2020 | $244,000 | +5.6% | 3,392 | -16.2% | 0.06% | -12.5% |
Q1 2020 | $231,000 | -22.2% | 4,049 | -14.5% | 0.07% | -32.1% |
Q4 2019 | $297,000 | 0.0% | 4,733 | 0.0% | 0.11% | 0.0% |
Q3 2019 | $297,000 | +6.1% | 4,733 | +5.8% | 0.11% | 0.0% |
Q2 2019 | $280,000 | +6.5% | 4,472 | +5.1% | 0.11% | 0.0% |
Q1 2019 | $263,000 | -6.1% | 4,254 | -17.3% | 0.11% | -25.4% |
Q4 2018 | $280,000 | +23.9% | 5,143 | +41.4% | 0.14% | +36.5% |
Q3 2018 | $226,000 | +205.4% | 3,637 | +137.7% | 0.10% | +197.1% |
Q2 2017 | $74,000 | – | 1,530 | – | 0.04% | – |
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% |