Ford Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 346 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.

Quarter-by-quarter ownership
Ford Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$633,250
+0.8%
7,768
-0.9%
0.25%
-4.6%
Q3 2022$628,000
-63.7%
7,836
-62.1%
0.26%
-62.7%
Q2 2022$1,728,000
-32.6%
20,653
-14.9%
0.70%
-28.5%
Q1 2022$2,565,000
-45.8%
24,277
-40.7%
0.98%
+4.6%
Q4 2021$4,734,000
+0.6%
40,939
-10.9%
0.94%
-48.1%
Q3 2021$4,704,000
+0.4%
45,938
-1.0%
1.81%
+3.8%
Q2 2021$4,686,000
+17.4%
46,407
+5.5%
1.75%
+1.7%
Q1 2021$3,993,000
-7.3%
43,991
-9.4%
1.72%
-15.5%
Q4 2020$4,306,000
+25.6%
48,560
+13.3%
2.03%
+9.0%
Q3 2020$3,427,000
-3.1%
42,850
-12.9%
1.86%
-5.1%
Q2 2020$3,536,000
+22.9%
49,198
-2.4%
1.97%
+2.4%
Q1 2020$2,877,000
-3.6%
50,394
+14.2%
1.92%
+11.8%
Q4 2019$2,984,000
+9.9%
44,124
+2.1%
1.72%
-0.9%
Q3 2019$2,716,000
+1.8%
43,205
+1.5%
1.73%
-4.3%
Q2 2019$2,669,000
+4.4%
42,582
+0.4%
1.81%
-1.3%
Q1 2019$2,557,000
+12.2%
42,402
-1.9%
1.83%
+6.8%
Q4 2018$2,278,000
-15.0%
43,243
+0.5%
1.72%
-12.2%
Q3 2018$2,679,000
+9.3%
43,026
+0.9%
1.96%
+9.5%
Q2 2018$2,452,000
+4.7%
42,645
-0.6%
1.79%
-2.5%
Q1 2018$2,343,000
+4.3%
42,910
+6.1%
1.83%
+8.3%
Q4 2017$2,246,00040,4411.69%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
HILLTOP WEALTH ADVISORS, LLC 242,857$23,030,16317.82%
Tanglewood Legacy Advisors, LLC 292,457$27,733,73516.63%
Madison Wealth Partners, Inc 327,310$31,038,78015.70%
Tennessee Valley Asset Management Partners 377,253$35,774,84411.76%
Veracity Capital LLC 260,986$24,749,31111.48%
Legacy Financial Group LLC 485,559$46,045,533,00010.83%
Cardinal Strategic Wealth Guidance 229,317$21,746,14410.08%
DOLIVER ADVISORS, LP 335,858$31,849,4149.59%
DDFG, Inc 271,196$25,717,5179.48%
ZRC WEALTH MANAGEMENT, LLC 106,362$10,086,2728.71%
View complete list of ISHARES TR shareholders