Jacobi Capital Management LLC - ISHARES TR ownership

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
Jacobi Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$25,000
+4.2%
2400.0%0.00%0.0%
Q2 2021$24,000
+9.1%
2400.0%0.00%0.0%
Q1 2021$22,000
+4.8%
240
+0.4%
0.00%0.0%
Q4 2020$21,000
+162.5%
239
+139.0%
0.00%
+200.0%
Q3 2020$8,000
-11.1%
100
-98.7%
0.00%
-50.0%
Q2 2020$9,000
+28.6%
7,686
+6000.0%
0.00%0.0%
Q1 2020$7,000
-30.0%
126
-18.7%
0.00%0.0%
Q4 2019$10,000
+25.0%
155
+23.0%
0.00%0.0%
Q3 2019$8,0000.0%1260.0%0.00%0.0%
Q2 2019$8,000
-33.3%
126
-37.0%
0.00%
-33.3%
Q1 2019$12,000
+9.1%
2000.0%0.00%0.0%
Q4 2018$11,000
-15.4%
200
-5.7%
0.00%0.0%
Q3 2018$13,000
+18.2%
212
+6.0%
0.00%0.0%
Q2 2018$11,000
+57.1%
200
+58.7%
0.00%
+50.0%
Q1 2018$7,000
+16.7%
126
+26.0%
0.00%0.0%
Q4 2017$6,000
+20.0%
1000.0%0.00%0.0%
Q3 2017$5,0001000.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
HILLTOP WEALTH ADVISORS, LLC 242,857$23,030,16317.82%
Tanglewood Legacy Advisors, LLC 292,457$27,733,73516.63%
Madison Wealth Partners, Inc 327,310$31,038,78015.70%
Tennessee Valley Asset Management Partners 377,253$35,774,84411.76%
Veracity Capital LLC 260,986$24,749,31111.48%
Legacy Financial Group LLC 485,559$46,045,533,00010.83%
Cardinal Strategic Wealth Guidance 229,317$21,746,14410.08%
DOLIVER ADVISORS, LP 335,858$31,849,4149.59%
DDFG, Inc 271,196$25,717,5179.48%
ZRC WEALTH MANAGEMENT, LLC 106,362$10,086,2728.71%
View complete list of ISHARES TR shareholders