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 | $2,000 | -71.4% | 23 | -71.2% | 0.00% | -100.0% |
| Q2 2022 | $7,000 | +16.7% | 80 | +40.4% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | -14.3% | 57 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | +16.7% | 57 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $6,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | +20.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | -80.0% | 57 | -80.1% | 0.00% | -66.7% |
| Q4 2020 | $25,000 | -43.2% | 286 | -47.9% | 0.00% | -57.1% |
| Q3 2020 | $44,000 | -4.3% | 549 | -14.1% | 0.01% | -12.5% |
| Q2 2020 | $46,000 | -14.8% | 639 | -32.4% | 0.01% | -33.3% |
| Q1 2020 | $54,000 | -11.5% | 945 | +4.2% | 0.01% | 0.0% |
| Q4 2019 | $61,000 | +7.0% | 907 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $57,000 | 0.0% | 907 | 0.0% | 0.01% | -7.7% |
| Q2 2019 | $57,000 | +3.6% | 907 | 0.0% | 0.01% | -13.3% |
| Q1 2019 | $55,000 | -1.8% | 907 | 0.0% | 0.02% | -16.7% |
| Q3 2018 | $56,000 | +7.7% | 907 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $52,000 | +4.0% | 907 | 0.0% | 0.02% | -5.3% |
| Q1 2018 | $50,000 | +2.0% | 907 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $49,000 | – | 907 | – | 0.02% | – |
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% |