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 | $10,338,070 | -0.4% | 109,016 | +2.5% | 0.04% | 0.0% |
| Q2 2023 | $10,382,266 | +81534.4% | 106,332 | -25.8% | 0.04% | -27.3% |
| Q1 2023 | $12,718 | -8.8% | 143,289 | -16.3% | 0.06% | -21.4% |
| Q4 2022 | $13,950 | -99.8% | 171,131 | +106.4% | 0.07% | +105.9% |
| Q3 2022 | $6,646,000 | -5.8% | 82,896 | -1.7% | 0.03% | -8.1% |
| Q2 2022 | $7,057,000 | -22.0% | 84,315 | -1.6% | 0.04% | -15.9% |
| Q1 2022 | $9,049,000 | -13.4% | 85,644 | -5.2% | 0.04% | -10.2% |
| Q4 2021 | $10,446,000 | +144.8% | 90,332 | +116.8% | 0.05% | +122.7% |
| Q3 2021 | $4,267,000 | +20.9% | 41,673 | +19.2% | 0.02% | +10.0% |
| Q2 2021 | $3,530,000 | +176.9% | 34,957 | +148.8% | 0.02% | +122.2% |
| Q1 2021 | $1,275,000 | +43.3% | 14,051 | +39.9% | 0.01% | +28.6% |
| Q4 2020 | $890,000 | +18.4% | 10,041 | +6.7% | 0.01% | 0.0% |
| Q3 2020 | $752,000 | +53.5% | 9,408 | +38.1% | 0.01% | +40.0% |
| Q2 2020 | $490,000 | +51.2% | 6,813 | +19.9% | 0.01% | +25.0% |
| Q1 2020 | $324,000 | -20.4% | 5,684 | -5.5% | 0.00% | -20.0% |
| Q4 2019 | $407,000 | +60.9% | 6,016 | +49.3% | 0.01% | +66.7% |
| Q3 2019 | $253,000 | 0.0% | 4,029 | -0.3% | 0.00% | -25.0% |
| Q2 2019 | $253,000 | +35.3% | 4,041 | +30.5% | 0.00% | +33.3% |
| Q1 2019 | $187,000 | – | 3,097 | – | 0.00% | – |
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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% |