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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,061,068 | +108282.8% | 11,953 | -0.4% | 0.55% | -16.1% |
| Q4 2022 | $979 | -99.9% | 12,005 | +1.9% | 0.65% | -18.5% |
| Q3 2022 | $944,000 | -4.1% | 11,778 | +0.2% | 0.80% | -10.6% |
| Q2 2022 | $984,000 | -22.3% | 11,757 | -1.9% | 0.89% | +79.9% |
| Q1 2022 | $1,266,000 | -54.6% | 11,980 | -50.3% | 0.50% | -39.2% |
| Q4 2021 | $2,786,000 | +113.8% | 24,100 | +89.4% | 0.82% | +80.0% |
| Q3 2021 | $1,303,000 | +1.6% | 12,722 | +0.1% | 0.45% | -20.1% |
| Q2 2021 | $1,283,000 | +16.2% | 12,705 | +2.0% | 0.57% | -20.3% |
| Q4 2020 | $1,104,000 | -44.2% | 12,452 | -6.8% | 0.71% | -8.5% |
| Q3 2020 | $1,980,000 | +117.8% | 13,363 | +5.7% | 0.78% | -33.3% |
| Q2 2020 | $909,000 | +24.9% | 12,643 | -0.9% | 1.17% | -17.2% |
| Q1 2020 | $728,000 | +9.5% | 12,752 | +29.6% | 1.41% | +122.0% |
| Q4 2019 | $665,000 | – | 9,838 | – | 0.64% | – |
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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% |