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 | $16,592,879 | +53.8% | 174,975 | +58.4% | 0.91% | +63.5% |
| Q2 2023 | $10,788,274 | +14.9% | 110,490 | +5.1% | 0.56% | +11.8% |
| Q1 2023 | $9,390,804 | -65.2% | 105,167 | -68.2% | 0.50% | -69.5% |
| Q4 2022 | $26,992,540 | -8.9% | 331,116 | -10.4% | 1.64% | -20.3% |
| Q3 2022 | $29,639,000 | +57.3% | 369,655 | +64.2% | 2.06% | +44.7% |
| Q2 2022 | $18,838,000 | -19.1% | 225,066 | +2.2% | 1.42% | -23.7% |
| Q1 2022 | $23,276,000 | +3.3% | 220,287 | +13.0% | 1.86% | +4.0% |
| Q4 2021 | $22,534,000 | +18.9% | 194,867 | +5.3% | 1.79% | +15.8% |
| Q3 2021 | $18,946,000 | +16.1% | 185,003 | +14.5% | 1.55% | +15.5% |
| Q2 2021 | $16,315,000 | +1.5% | 161,571 | -8.8% | 1.34% | -6.8% |
| Q1 2021 | $16,077,000 | +189.2% | 177,072 | +182.5% | 1.44% | +168.6% |
| Q4 2020 | $5,559,000 | +101.0% | 62,685 | +81.3% | 0.54% | +78.9% |
| Q3 2020 | $2,766,000 | +7.4% | 34,584 | -3.5% | 0.30% | -11.5% |
| Q2 2020 | $2,575,000 | +65.8% | 35,822 | +31.7% | 0.34% | +33.6% |
| Q1 2020 | $1,553,000 | -9.6% | 27,208 | +7.1% | 0.25% | -15.7% |
| Q4 2019 | $1,718,000 | +5.7% | 25,402 | -1.7% | 0.30% | +14.1% |
| Q3 2019 | $1,625,000 | +1.5% | 25,849 | +1.2% | 0.26% | +3.5% |
| Q2 2019 | $1,601,000 | +53266.7% | 25,544 | +50988.0% | 0.25% | +25300.0% |
| Q4 2018 | $3,000 | -99.8% | 50 | -99.8% | 0.00% | -99.8% |
| Q3 2018 | $1,784,000 | +162.4% | 28,727 | +140.7% | 0.59% | +268.8% |
| Q2 2018 | $680,000 | – | 11,935 | – | 0.16% | – |
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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% |