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 | $276,414 | -7.7% | 2,915 | -5.0% | 0.04% | -2.2% |
| Q2 2023 | $299,449 | +6.9% | 3,067 | -2.9% | 0.04% | 0.0% |
| Q1 2023 | $280,215 | +7.5% | 3,157 | -1.3% | 0.04% | -2.2% |
| Q4 2022 | $260,690 | +2.6% | 3,198 | +0.9% | 0.05% | -8.0% |
| Q3 2022 | $254,000 | -20.4% | 3,169 | -16.9% | 0.05% | -18.0% |
| Q2 2022 | $319,000 | -47.4% | 3,815 | -33.6% | 0.06% | -50.8% |
| Q1 2022 | $607,000 | -30.9% | 5,743 | -24.4% | 0.12% | -29.9% |
| Q4 2021 | $879,000 | +11.4% | 7,600 | -1.4% | 0.18% | 0.0% |
| Q3 2021 | $789,000 | -16.8% | 7,706 | -17.9% | 0.18% | -20.6% |
| Q2 2021 | $948,000 | -17.5% | 9,383 | -25.9% | 0.22% | -30.7% |
| Q1 2021 | $1,149,000 | -0.7% | 12,660 | -2.9% | 0.32% | -5.6% |
| Q4 2020 | $1,157,000 | +10.4% | 13,043 | -0.5% | 0.34% | -9.5% |
| Q3 2020 | $1,048,000 | +14.3% | 13,104 | +2.7% | 0.38% | +4.1% |
| Q2 2020 | $917,000 | +12.1% | 12,759 | -10.9% | 0.36% | -17.9% |
| Q1 2020 | $818,000 | – | 14,320 | – | 0.44% | – |
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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% |