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 | $774,339 | -0.8% | 8,166 | +2.1% | 0.01% | 0.0% |
| Q2 2023 | $780,685 | -1.7% | 7,996 | -10.6% | 0.01% | -7.7% |
| Q1 2023 | $794,311 | +34.9% | 8,948 | +23.8% | 0.01% | +30.0% |
| Q4 2022 | $588,946 | +19.9% | 7,225 | +18.0% | 0.01% | +11.1% |
| Q3 2022 | $491,000 | -44.9% | 6,124 | -42.4% | 0.01% | -43.8% |
| Q2 2022 | $891,000 | -87.9% | 10,640 | -84.7% | 0.02% | -86.0% |
| Q1 2022 | $7,366,000 | +413.7% | 69,712 | +462.3% | 0.11% | +418.2% |
| Q4 2021 | $1,434,000 | +48.9% | 12,397 | +31.8% | 0.02% | +29.4% |
| Q3 2021 | $963,000 | +13.7% | 9,403 | +12.1% | 0.02% | +21.4% |
| Q2 2021 | $847,000 | -99.9% | 8,389 | -40.5% | 0.01% | +27.3% |
| Q1 2021 | $1,279,538,000 | +285511.2% | 14,094 | +178.9% | 0.01% | +10.0% |
| Q4 2020 | $448,000 | +14.3% | 5,054 | +3.1% | 0.01% | 0.0% |
| Q3 2020 | $392,000 | +16.0% | 4,903 | +4.2% | 0.01% | 0.0% |
| Q2 2020 | $338,000 | +21.1% | 4,707 | -4.0% | 0.01% | 0.0% |
| Q1 2020 | $279,000 | -27.9% | 4,901 | -14.4% | 0.01% | -9.1% |
| Q4 2019 | $387,000 | +10.3% | 5,723 | +2.4% | 0.01% | -8.3% |
| Q3 2019 | $351,000 | -4.6% | 5,588 | -5.0% | 0.01% | -14.3% |
| Q2 2019 | $368,000 | +6.4% | 5,880 | +2.5% | 0.01% | -6.7% |
| Q1 2019 | $346,000 | +15.7% | 5,738 | +0.8% | 0.02% | 0.0% |
| Q4 2018 | $299,000 | -16.2% | 5,691 | -0.8% | 0.02% | -11.8% |
| Q3 2018 | $357,000 | +7.2% | 5,739 | -1.4% | 0.02% | -15.0% |
| Q2 2018 | $333,000 | +53.5% | 5,819 | +46.5% | 0.02% | +33.3% |
| Q1 2018 | $217,000 | +1.9% | 3,973 | +0.0% | 0.02% | -6.2% |
| Q4 2017 | $213,000 | +6.5% | 3,972 | +0.0% | 0.02% | -20.0% |
| Q3 2017 | $200,000 | +4.7% | 3,971 | +0.1% | 0.02% | -4.8% |
| Q2 2017 | $191,000 | +3.8% | 3,968 | 0.0% | 0.02% | -25.0% |
| Q1 2017 | $184,000 | – | 3,968 | – | 0.03% | – |
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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% |