ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 545 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 7.60 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,499,000 | +24.1% | 12,966 | +9.9% | 0.70% | +9.2% |
| Q3 2021 | $1,208,000 | +0.8% | 11,799 | -0.6% | 0.64% | -0.6% |
| Q2 2021 | $1,198,000 | +13.4% | 11,866 | +2.0% | 0.64% | +4.0% |
| Q1 2021 | $1,056,000 | -1.1% | 11,632 | -3.4% | 0.62% | -12.5% |
| Q4 2020 | $1,068,000 | +4.3% | 12,042 | -5.9% | 0.71% | -7.8% |
| Q3 2020 | $1,024,000 | +28.3% | 12,801 | +15.3% | 0.77% | +16.6% |
| Q2 2020 | $798,000 | +20.2% | 11,101 | -4.6% | 0.66% | -2.1% |
| Q1 2020 | $664,000 | -21.0% | 11,632 | -6.5% | 0.67% | -1.9% |
| Q4 2019 | $841,000 | – | 12,435 | – | 0.68% | – |
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% |