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 | $1,545,169 | -3.4% | 16,290 | -0.6% | 0.06% | -4.5% |
| Q2 2023 | $1,599,989 | +3.7% | 16,388 | -5.7% | 0.07% | -6.9% |
| Q1 2023 | $1,542,205 | +5.5% | 17,379 | -3.1% | 0.07% | -4.0% |
| Q4 2022 | $1,461,311 | +55.5% | 17,927 | +52.9% | 0.08% | +41.5% |
| Q3 2022 | $940,000 | -3.5% | 11,725 | +0.8% | 0.05% | -1.9% |
| Q2 2022 | $974,000 | -21.7% | 11,633 | -0.9% | 0.05% | -26.0% |
| Q1 2022 | $1,244,000 | -8.7% | 11,744 | -0.6% | 0.07% | -13.1% |
| Q4 2021 | $1,362,000 | +14.6% | 11,819 | +1.8% | 0.08% | +2.4% |
| Q3 2021 | $1,188,000 | +14.2% | 11,605 | +12.3% | 0.08% | +6.5% |
| Q2 2021 | $1,040,000 | +293.9% | 10,336 | +255.7% | 0.08% | +208.0% |
| Q1 2021 | $264,000 | -16.2% | 2,906 | -18.3% | 0.02% | -24.2% |
| Q4 2020 | $315,000 | +4.0% | 3,558 | -6.1% | 0.03% | -10.8% |
| Q3 2020 | $303,000 | +10.2% | 3,789 | -0.6% | 0.04% | -17.8% |
| Q2 2020 | $275,000 | +34.8% | 3,810 | +6.4% | 0.04% | -16.7% |
| Q1 2020 | $204,000 | -17.1% | 3,580 | -1.7% | 0.05% | -1.8% |
| Q4 2019 | $246,000 | +4.7% | 3,641 | -2.7% | 0.06% | -3.5% |
| Q3 2019 | $235,000 | – | 3,743 | – | 0.06% | – |
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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% |