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 | $567,275 | -2.9% | 5,982 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $584,085 | +10.2% | 5,982 | +0.2% | 0.01% | 0.0% |
Q1 2023 | $529,791 | +4.3% | 5,968 | -4.2% | 0.01% | -14.3% |
Q4 2022 | $507,886 | +6.7% | 6,230 | +5.0% | 0.01% | +7.7% |
Q3 2022 | $476,000 | -3.8% | 5,932 | +0.3% | 0.01% | -13.3% |
Q2 2022 | $495,000 | -20.7% | 5,914 | +0.2% | 0.02% | 0.0% |
Q1 2022 | $624,000 | -10.9% | 5,902 | -2.5% | 0.02% | -6.2% |
Q4 2021 | $700,000 | +38.1% | 6,055 | +22.2% | 0.02% | +23.1% |
Q3 2021 | $507,000 | +0.4% | 4,955 | -0.9% | 0.01% | -13.3% |
Q2 2021 | $505,000 | +16.4% | 5,001 | +4.7% | 0.02% | -16.7% |
Q1 2021 | $434,000 | +14.2% | 4,775 | +0.4% | 0.02% | -10.0% |
Q3 2020 | $380,000 | +11.4% | 4,754 | +0.3% | 0.02% | -9.1% |
Q2 2020 | $341,000 | +26.3% | 4,740 | +0.3% | 0.02% | 0.0% |
Q1 2020 | $270,000 | -15.4% | 4,728 | +0.3% | 0.02% | -21.4% |
Q4 2019 | $319,000 | – | 4,713 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
DOLIVER ADVISORS, LP | 497,864 | $57,667,000 | 18.02% |
Madison Wealth Partners, Inc | 284,803 | $32,935,000 | 16.56% |
Legacy Financial Group LLC | 335,565 | $37,550,000 | 16.14% |
Financial Council, LLC | 106,646 | $12,333,000 | 14.74% |
Tennessee Valley Asset Management Partners | 350,633 | $40,547,000 | 13.54% |
ForthRight Wealth Management, LLC | 182,749 | $21,133,000 | 11.55% |
Vantage Financial Partners, LLC | 251,397 | $29,072,000 | 11.38% |
Mascoma Wealth Management LLC | 248,716 | $28,762,000 | 9.95% |
Veracity Capital LLC | 196,948 | $22,775,000 | 9.14% |
WJ Wealth Management, LLC | 127,037 | $14,689,000 | 8.78% |