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 | $25,071,384 | +91.5% | 264,382 | +97.2% | 0.15% | +89.9% |
| Q2 2023 | $13,092,850 | -15.2% | 134,093 | -22.9% | 0.08% | -20.2% |
| Q1 2023 | $15,442,856 | +67.8% | 173,965 | +54.1% | 0.10% | +47.8% |
| Q4 2022 | $9,201,027 | +8.9% | 112,868 | +7.1% | 0.07% | 0.0% |
| Q3 2022 | $8,448,000 | -6.5% | 105,369 | -2.4% | 0.07% | -6.9% |
| Q2 2022 | $9,033,000 | -26.2% | 107,917 | -6.9% | 0.07% | -14.3% |
| Q1 2022 | $12,248,000 | -6.1% | 115,922 | +2.8% | 0.08% | -7.7% |
| Q4 2021 | $13,042,000 | -77.6% | 112,777 | -80.2% | 0.09% | -81.0% |
| Q3 2021 | $58,209,000 | +477.2% | 568,391 | +469.1% | 0.48% | +445.5% |
| Q2 2021 | $10,085,000 | -77.1% | 99,871 | -79.4% | 0.09% | -80.2% |
| Q1 2021 | $44,008,000 | +141.7% | 484,723 | +136.1% | 0.44% | +114.5% |
| Q4 2020 | $18,209,000 | +139.2% | 205,315 | +115.7% | 0.21% | +89.9% |
| Q3 2020 | $7,613,000 | -53.3% | 95,181 | -58.0% | 0.11% | -56.7% |
| Q2 2020 | $16,301,000 | +217.2% | 226,777 | +151.9% | 0.25% | +113.6% |
| Q1 2020 | $5,139,000 | +64.0% | 90,022 | +94.3% | 0.12% | +73.5% |
| Q4 2019 | $3,134,000 | +679.6% | 46,330 | +625.4% | 0.07% | +466.7% |
| Q3 2019 | $402,000 | +29.7% | 6,387 | +29.3% | 0.01% | +33.3% |
| Q2 2019 | $310,000 | – | 4,940 | – | 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% |