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 | $35,691 | +96362.2% | 376 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $37 | +12.1% | 376 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $33 | +6.5% | 376 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $31 | -99.9% | 376 | +9.9% | 0.02% | +14.3% |
| Q3 2022 | $28,000 | -3.4% | 342 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $29,000 | -19.4% | 342 | 0.0% | 0.01% | -6.7% |
| Q1 2022 | $36,000 | -10.0% | 342 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $40,000 | +2.6% | 342 | -10.5% | 0.02% | -6.2% |
| Q3 2021 | $39,000 | -2.5% | 382 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $40,000 | +14.3% | 382 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $35,000 | +2.9% | 382 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $34,000 | +3.0% | 382 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $33,000 | +22.2% | 382 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $27,000 | +8.0% | 382 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $25,000 | +108.3% | 382 | +113.4% | 0.02% | +112.5% |
| Q4 2019 | $12,000 | +9.1% | 179 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $11,000 | -31.2% | 179 | -27.8% | 0.01% | -33.3% |
| Q2 2019 | $16,000 | +6.7% | 248 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $15,000 | +15.4% | 248 | 0.0% | 0.01% | +9.1% |
| Q4 2018 | $13,000 | -7.1% | 248 | 0.0% | 0.01% | +10.0% |
| Q3 2018 | $14,000 | -17.6% | 248 | -11.7% | 0.01% | -9.1% |
| Q2 2018 | $17,000 | +13.3% | 281 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $15,000 | +36.4% | 281 | +40.5% | 0.01% | +22.2% |
| Q4 2017 | $11,000 | – | 200 | – | 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% |