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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,761,000 | -9.3% | 35,593 | -0.7% | 0.74% | +3.2% |
| Q4 2021 | $4,146,000 | +9.2% | 35,851 | -3.3% | 0.71% | -13.6% |
| Q3 2021 | $3,796,000 | -0.3% | 37,069 | -1.7% | 0.83% | -1.7% |
| Q2 2021 | $3,808,000 | +9.8% | 37,709 | -1.3% | 0.84% | -26.5% |
| Q1 2021 | $3,468,000 | +0.6% | 38,206 | -1.7% | 1.14% | +14.4% |
| Q4 2020 | $3,447,000 | +6.1% | 38,870 | -4.3% | 1.00% | -8.0% |
| Q3 2020 | $3,250,000 | -24.3% | 40,637 | -33.9% | 1.09% | -1.5% |
| Q2 2020 | $4,292,000 | +66.7% | 61,519 | +36.4% | 1.10% | -2.9% |
| Q1 2020 | $2,574,000 | -35.4% | 45,094 | -28.9% | 1.14% | -13.7% |
| Q3 2019 | $3,986,000 | +2.4% | 63,400 | +2.1% | 1.32% | +6.5% |
| Q2 2019 | $3,893,000 | +13.7% | 62,124 | +9.4% | 1.24% | +8.0% |
| Q1 2019 | $3,424,000 | – | 56,768 | – | 1.14% | – |
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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% |