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 | $202,000 | -3.8% | 1,748 | -15.8% | 0.01% | -26.7% |
| Q2 2021 | $210,000 | -88.0% | 2,077 | -89.2% | 0.02% | -89.1% |
| Q1 2021 | $1,750,000 | +0.1% | 19,270 | -2.2% | 0.14% | -13.2% |
| Q4 2020 | $1,748,000 | +13.9% | 19,711 | +2.7% | 0.16% | -3.6% |
| Q3 2020 | $1,535,000 | +2.5% | 19,197 | -7.8% | 0.16% | -12.7% |
| Q2 2020 | $1,497,000 | +32.4% | 20,824 | +5.1% | 0.19% | +5.6% |
| Q1 2020 | $1,131,000 | -22.1% | 19,813 | -7.7% | 0.18% | -10.5% |
| Q4 2019 | $1,451,000 | – | 21,459 | – | 0.20% | – |
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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% |