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 | $99,951 | -2.9% | 1,054 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $102,913 | +10.0% | 1,054 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $93,564 | +10.7% | 1,054 | 0.0% | 0.03% | -15.0% |
| Q4 2022 | $84,510 | -0.6% | 1,054 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $85,000 | -4.5% | 1,054 | 0.0% | 0.04% | -16.7% |
| Q2 2022 | $89,000 | +15.6% | 1,054 | +44.0% | 0.05% | +26.3% |
| Q1 2022 | $77,000 | -9.4% | 732 | 0.0% | 0.04% | -11.6% |
| Q4 2021 | $85,000 | +19.7% | 732 | +5.2% | 0.04% | +7.5% |
| Q3 2021 | $71,000 | -2.7% | 696 | 0.0% | 0.04% | -2.4% |
| Q2 2021 | $73,000 | +15.9% | 696 | 0.0% | 0.04% | -2.4% |
| Q1 2021 | $63,000 | +1.6% | 696 | 0.0% | 0.04% | -8.7% |
| Q4 2020 | $62,000 | +6.9% | 696 | -30.2% | 0.05% | -22.0% |
| Q1 2020 | $58,000 | – | 997 | – | 0.06% | – |
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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% |