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 | $902,370 | -1.5% | 9,516 | +1.4% | 0.11% | +1.9% |
| Q2 2023 | $916,126 | +12.1% | 9,383 | +1.9% | 0.11% | +7.1% |
| Q1 2023 | $817,110 | +11.0% | 9,205 | +1.9% | 0.10% | +7.6% |
| Q4 2022 | $736,256 | +7.6% | 9,032 | +5.9% | 0.09% | -3.2% |
| Q3 2022 | $684,000 | -1.2% | 8,529 | +3.2% | 0.10% | -39.1% |
| Q2 2022 | $692,000 | -20.7% | 8,265 | 0.0% | 0.16% | +50.0% |
| Q1 2022 | $873,000 | -8.7% | 8,265 | 0.0% | 0.10% | -9.6% |
| Q4 2021 | $956,000 | +10.9% | 8,265 | -1.9% | 0.12% | 0.0% |
| Q3 2021 | $862,000 | +1.4% | 8,421 | 0.0% | 0.12% | -38.5% |
| Q2 2021 | $850,000 | +11.1% | 8,421 | 0.0% | 0.19% | +0.5% |
| Q1 2021 | $765,000 | +2.4% | 8,421 | 0.0% | 0.19% | -4.1% |
| Q4 2020 | $747,000 | +10.8% | 8,421 | 0.0% | 0.19% | -7.6% |
| Q3 2020 | $674,000 | +11.4% | 8,421 | 0.0% | 0.21% | 0.0% |
| Q2 2020 | $605,000 | +25.8% | 8,421 | 0.0% | 0.21% | +1.0% |
| Q1 2020 | $481,000 | -13.2% | 8,421 | +2.9% | 0.21% | +3.5% |
| Q4 2019 | $554,000 | – | 8,185 | – | 0.20% | – |
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% |