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 | $38,485 | -1.3% | 405,832 | +1.6% | 7.05% | +0.7% |
| Q2 2023 | $38,985 | +16.1% | 399,269 | +5.9% | 7.00% | +7.5% |
| Q1 2023 | $33,567 | +12.8% | 377,030 | +3.4% | 6.51% | +5.9% |
| Q4 2022 | $29,746 | -99.9% | 364,536 | +48.2% | 6.15% | +23.6% |
| Q3 2022 | $19,974,000 | +0.5% | 245,979 | +6.2% | 4.98% | -2.1% |
| Q2 2022 | $19,884,000 | -7.4% | 231,619 | +10.8% | 5.08% | +27.9% |
| Q1 2022 | $21,478,000 | -8.3% | 209,053 | +3.0% | 3.97% | -7.5% |
| Q4 2021 | $23,420,000 | +17.9% | 202,947 | +5.7% | 4.30% | +3.4% |
| Q3 2021 | $19,856,000 | +17.4% | 191,921 | +14.6% | 4.16% | +13.7% |
| Q2 2021 | $16,908,000 | +23.8% | 167,443 | +11.3% | 3.65% | +12.2% |
| Q1 2021 | $13,661,000 | +2.6% | 150,471 | +0.2% | 3.26% | -4.0% |
| Q4 2020 | $13,319,000 | +7.8% | 150,174 | -1.6% | 3.39% | -5.5% |
| Q3 2020 | $12,351,000 | +8.4% | 152,657 | -3.7% | 3.59% | -0.9% |
| Q2 2020 | $11,393,000 | +101.5% | 158,494 | +60.0% | 3.62% | +59.0% |
| Q1 2020 | $5,654,000 | +1933.8% | 99,043 | +2313.9% | 2.28% | +2133.3% |
| Q4 2019 | $278,000 | – | 4,103 | – | 0.10% | – |
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% |