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 2022 | $96,000 | -4.0% | 1,206 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $100,000 | -21.3% | 1,206 | 0.0% | 0.03% | -10.0% |
| Q1 2022 | $127,000 | -15.3% | 1,206 | -7.2% | 0.03% | -11.8% |
| Q4 2021 | $150,000 | +12.8% | 1,300 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $133,000 | +1.5% | 1,300 | 0.0% | 0.03% | +3.0% |
| Q2 2021 | $131,000 | +11.0% | 1,300 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $118,000 | -12.6% | 1,300 | -14.5% | 0.03% | -19.5% |
| Q4 2020 | $135,000 | +11.6% | 1,520 | 0.0% | 0.04% | -2.4% |
| Q3 2020 | $121,000 | +10.0% | 1,520 | 0.0% | 0.04% | +2.4% |
| Q2 2020 | $110,000 | +32.5% | 1,520 | 0.0% | 0.04% | +5.1% |
| Q1 2020 | $83,000 | -20.2% | 1,520 | 0.0% | 0.04% | +11.4% |
| Q4 2019 | $104,000 | +10.6% | 1,520 | 0.0% | 0.04% | +2.9% |
| Q3 2019 | $94,000 | +36.2% | 1,520 | +38.2% | 0.03% | +30.8% |
| Q2 2019 | $69,000 | – | 1,100 | – | 0.03% | – |
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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% |