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 2022 | $3,775,000 | +18.2% | 47,076 | +23.4% | 0.10% | +18.0% |
| Q2 2022 | $3,194,000 | -7.3% | 38,164 | +17.0% | 0.09% | +8.5% |
| Q1 2022 | $3,447,000 | -6.2% | 32,632 | +2.7% | 0.08% | -12.8% |
| Q4 2021 | $3,675,000 | +18.3% | 31,778 | +4.8% | 0.09% | +1.1% |
| Q3 2021 | $3,106,000 | +4.3% | 30,329 | +2.8% | 0.09% | -12.3% |
| Q2 2021 | $2,978,000 | +22.4% | 29,494 | +10.1% | 0.11% | -13.1% |
| Q1 2021 | $2,433,000 | -0.7% | 26,795 | -3.0% | 0.12% | -33.3% |
| Q4 2020 | $2,449,000 | +12.5% | 27,614 | +1.4% | 0.18% | -7.1% |
| Q3 2020 | $2,177,000 | +3.7% | 27,222 | -6.8% | 0.20% | -37.7% |
| Q2 2020 | $2,100,000 | +20.7% | 29,212 | +2.7% | 0.32% | -36.8% |
| Q1 2020 | $1,740,000 | – | 28,432 | – | 0.50% | – |
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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% |