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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,105,000 | -19.9% | 37,098 | +1.1% | 1.22% | -9.3% |
| Q1 2022 | $3,876,000 | -8.2% | 36,686 | +0.5% | 1.34% | -11.2% |
| Q4 2021 | $4,221,000 | +11.5% | 36,501 | -0.3% | 1.51% | -1.0% |
| Q3 2021 | $3,784,000 | +0.5% | 36,627 | -1.7% | 1.53% | -3.0% |
| Q2 2021 | $3,764,000 | +15.0% | 37,277 | +3.4% | 1.58% | +1.9% |
| Q1 2021 | $3,273,000 | +14.3% | 36,055 | +11.7% | 1.55% | +1.8% |
| Q4 2020 | $2,863,000 | +13.9% | 32,278 | +2.7% | 1.52% | +0.1% |
| Q3 2020 | $2,513,000 | +17.1% | 31,426 | +5.3% | 1.52% | +7.4% |
| Q2 2020 | $2,146,000 | +36.3% | 29,853 | +8.2% | 1.41% | +8.8% |
| Q1 2020 | $1,575,000 | +2.4% | 27,581 | +21.3% | 1.30% | +31.5% |
| Q4 2019 | $1,538,000 | – | 22,736 | – | 0.99% | – |
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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% |