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 | $1,062,855 | +15.8% | 11,208 | +19.2% | 0.44% | +15.8% |
| Q2 2023 | $918,011 | +13.3% | 9,402 | +3.0% | 0.38% | +6.1% |
| Q1 2023 | $810,470 | +9.8% | 9,130 | +0.8% | 0.36% | +1.7% |
| Q4 2022 | $738,245 | -10.8% | 9,056 | -12.3% | 0.35% | -17.8% |
| Q3 2022 | $828,000 | 0.0% | 10,331 | +4.4% | 0.43% | +4.1% |
| Q2 2022 | $828,000 | -16.6% | 9,897 | +5.3% | 0.41% | -2.1% |
| Q1 2022 | $993,000 | +2.1% | 9,397 | +11.6% | 0.42% | +2.9% |
| Q4 2021 | $973,000 | +21.2% | 8,417 | +7.4% | 0.41% | +10.0% |
| Q3 2021 | $803,000 | +43.4% | 7,837 | +44.7% | 0.37% | +42.1% |
| Q2 2021 | $560,000 | +12.9% | 5,417 | -0.9% | 0.26% | +2.8% |
| Q1 2021 | $496,000 | -2.6% | 5,468 | -4.7% | 0.25% | -9.0% |
| Q4 2020 | $509,000 | +6.7% | 5,738 | -3.7% | 0.28% | -7.6% |
| Q3 2020 | $477,000 | +17.8% | 5,958 | +5.7% | 0.30% | +6.3% |
| Q2 2020 | $405,000 | +25.8% | 5,639 | 0.0% | 0.28% | +1.1% |
| Q1 2020 | $322,000 | -28.9% | 5,639 | -12.7% | 0.28% | -14.3% |
| Q4 2019 | $453,000 | +6.6% | 6,459 | -4.5% | 0.33% | -7.3% |
| Q3 2019 | $425,000 | -1.6% | 6,764 | 0.0% | 0.35% | -3.0% |
| Q2 2019 | $432,000 | -1.1% | 6,764 | -6.6% | 0.36% | -14.3% |
| Q1 2019 | $437,000 | +9.5% | 7,239 | -4.5% | 0.43% | +1.7% |
| Q4 2018 | $399,000 | -14.7% | 7,579 | -7.6% | 0.42% | -3.9% |
| Q3 2018 | $468,000 | +6.6% | 8,204 | +7.0% | 0.44% | +7.7% |
| Q2 2018 | $439,000 | +26.1% | 7,667 | +20.4% | 0.40% | +17.4% |
| Q1 2018 | $348,000 | +19.6% | 6,367 | +17.8% | 0.34% | +9.9% |
| Q4 2017 | $291,000 | – | 5,407 | – | 0.31% | – |
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% |