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 | $642,284 | -3.7% | 6,773 | -0.9% | 0.12% | -0.8% |
| Q2 2023 | $667,174 | +9.0% | 6,833 | -0.9% | 0.13% | +1.6% |
| Q1 2023 | $611,892 | +8.1% | 6,893 | -0.7% | 0.12% | +1.6% |
| Q4 2022 | $565,993 | -0.9% | 6,943 | -2.5% | 0.12% | -16.4% |
| Q3 2022 | $571,000 | -6.7% | 7,119 | -2.7% | 0.15% | -7.0% |
| Q2 2022 | $612,000 | -20.2% | 7,315 | +0.8% | 0.16% | -11.8% |
| Q1 2022 | $767,000 | -24.4% | 7,259 | -17.2% | 0.18% | -23.6% |
| Q4 2021 | $1,014,000 | +36.3% | 8,766 | +20.6% | 0.23% | +17.1% |
| Q3 2021 | $744,000 | +1.4% | 7,266 | 0.0% | 0.20% | +0.5% |
| Q2 2021 | $734,000 | +11.2% | 7,266 | 0.0% | 0.20% | 0.0% |
| Q1 2021 | $660,000 | +2.5% | 7,266 | 0.0% | 0.20% | -5.7% |
| Q4 2020 | $644,000 | +14.0% | 7,266 | 0.0% | 0.21% | -1.4% |
| Q3 2020 | $565,000 | +8.2% | 7,266 | 0.0% | 0.21% | +0.5% |
| Q2 2020 | $522,000 | +11.1% | 7,266 | -0.7% | 0.21% | +2.4% |
| Q1 2020 | $470,000 | -14.4% | 7,316 | -9.9% | 0.21% | +3.0% |
| Q4 2019 | $549,000 | – | 8,116 | – | 0.20% | – |
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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% |