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 | $395,817 | -2.9% | 4,174 | 0.0% | 0.18% | -0.6% |
| Q2 2023 | $407,545 | -0.2% | 4,174 | -9.3% | 0.18% | -3.7% |
| Q1 2023 | $408,550 | +8.9% | 4,602 | 0.0% | 0.19% | -2.1% |
| Q4 2022 | $375,183 | -7.4% | 4,602 | -8.9% | 0.19% | -17.7% |
| Q3 2022 | $405,000 | -4.3% | 5,052 | 0.0% | 0.23% | -2.1% |
| Q2 2022 | $423,000 | -20.8% | 5,052 | 0.0% | 0.24% | -8.5% |
| Q1 2022 | $534,000 | -7.5% | 5,052 | +1.2% | 0.26% | -6.8% |
| Q4 2021 | $577,000 | +16.8% | 4,993 | +3.5% | 0.28% | +3.7% |
| Q3 2021 | $494,000 | +1.4% | 4,825 | 0.0% | 0.27% | -2.2% |
| Q2 2021 | $487,000 | +8.5% | 4,825 | -2.4% | 0.27% | -0.7% |
| Q1 2021 | $449,000 | +2.3% | 4,945 | 0.0% | 0.28% | +0.7% |
| Q4 2020 | $439,000 | +10.9% | 4,945 | 0.0% | 0.27% | +20.2% |
| Q3 2020 | $396,000 | +11.2% | 4,945 | 0.0% | 0.23% | +10.1% |
| Q2 2020 | $356,000 | +58.2% | 4,945 | +25.3% | 0.21% | +40.8% |
| Q1 2020 | $225,000 | -17.6% | 3,945 | -9.0% | 0.15% | +0.7% |
| Q4 2019 | $273,000 | -4.5% | 4,335 | -2.6% | 0.15% | -3.3% |
| Q3 2019 | $286,000 | +2.5% | 4,452 | 0.0% | 0.15% | -0.7% |
| Q2 2019 | $279,000 | -3.1% | 4,452 | -4.2% | 0.15% | +87.7% |
| Q1 2019 | $288,000 | – | 4,645 | – | 0.08% | – |
Download | ||||||
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% |