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 | $464,288 | +0.0% | 4,896 | +3.0% | 0.12% | +3.4% |
| Q2 2023 | $464,083 | -2.6% | 4,753 | -11.5% | 0.12% | -5.6% |
| Q1 2023 | $476,695 | +13.6% | 5,370 | +4.3% | 0.12% | +8.8% |
| Q4 2022 | $419,665 | +19.6% | 5,148 | +17.7% | 0.11% | +5.6% |
| Q3 2022 | $351,000 | +13.2% | 4,374 | +18.2% | 0.11% | +16.1% |
| Q2 2022 | $310,000 | +4.7% | 3,701 | +32.2% | 0.09% | +10.7% |
| Q1 2022 | $296,000 | +24.9% | 2,799 | +36.7% | 0.08% | +16.7% |
| Q4 2021 | $237,000 | +63.4% | 2,048 | +44.6% | 0.07% | +46.9% |
| Q3 2021 | $145,000 | +38.1% | 1,416 | +36.4% | 0.05% | +36.1% |
| Q2 2021 | $105,000 | +114.3% | 1,038 | +92.2% | 0.04% | +100.0% |
| Q1 2021 | $49,000 | +122.7% | 540 | +116.0% | 0.02% | +100.0% |
| Q4 2020 | $22,000 | +100.0% | 250 | +85.2% | 0.01% | +80.0% |
| Q3 2020 | $11,000 | +83.3% | 135 | +70.9% | 0.01% | +66.7% |
| Q2 2020 | $6,000 | +50.0% | 79 | +25.4% | 0.00% | +50.0% |
| Q1 2020 | $4,000 | +300.0% | 63 | +250.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 18 | +100.0% | 0.00% | -100.0% |
| Q3 2019 | $1,000 | – | 9 | – | 0.00% | – |
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% |