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 | $2,277,821 | -0.6% | 24,020 | +2.4% | 1.09% | +0.5% |
| Q2 2023 | $2,291,128 | +16.0% | 23,465 | +5.5% | 1.09% | +11.4% |
| Q1 2023 | $1,974,991 | +21.1% | 22,248 | +11.2% | 0.98% | +24.0% |
| Q4 2022 | $1,630,723 | +5.1% | 20,004 | +3.3% | 0.79% | -6.8% |
| Q3 2022 | $1,552,000 | +8.2% | 19,357 | +13.0% | 0.84% | +17.4% |
| Q2 2022 | $1,434,000 | -11.9% | 17,131 | +11.2% | 0.72% | -6.9% |
| Q1 2022 | $1,628,000 | +2.5% | 15,407 | +12.1% | 0.77% | +6.3% |
| Q4 2021 | $1,589,000 | +32.1% | 13,740 | +17.0% | 0.73% | +23.3% |
| Q3 2021 | $1,203,000 | +7.9% | 11,747 | +6.4% | 0.59% | +21.9% |
| Q2 2021 | $1,115,000 | +19.1% | 11,045 | +7.2% | 0.48% | +9.5% |
| Q1 2021 | $936,000 | +6.4% | 10,306 | +3.8% | 0.44% | -3.1% |
| Q4 2020 | $880,000 | +17500.0% | 9,925 | +16722.0% | 0.46% | +15066.7% |
| Q3 2020 | $5,000 | +25.0% | 59 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | +33.3% | 59 | 0.0% | 0.00% | +50.0% |
| Q1 2020 | $3,000 | – | 59 | – | 0.00% | – |
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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% |