ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 425 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $797,000 | +13.0% | 6,896 | +0.2% | 1.84% | +1.6% |
| Q3 2021 | $705,000 | +1.6% | 6,885 | +0.2% | 1.82% | +36.5% |
| Q2 2021 | $694,000 | +11.4% | 6,871 | +0.1% | 1.33% | +71.6% |
| Q1 2021 | $623,000 | +2.6% | 6,862 | +0.2% | 0.78% | -17.8% |
| Q4 2020 | $607,000 | +23.9% | 6,849 | +0.5% | 0.94% | +20.3% |
| Q3 2020 | $490,000 | 0.0% | 6,812 | 0.0% | 0.78% | +2.3% |
| Q2 2020 | $490,000 | +26.3% | 6,812 | +0.3% | 0.77% | +14.8% |
| Q1 2020 | $388,000 | -15.3% | 6,794 | +0.3% | 0.67% | +21.1% |
| Q4 2019 | $458,000 | – | 6,772 | – | 0.55% | – |
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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% |