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 | $35,774,844 | -2.2% | 377,253 | +0.7% | 11.76% | +0.0% |
| Q2 2023 | $36,563,537 | +14.5% | 374,473 | +4.1% | 11.75% | +12.9% |
| Q1 2023 | $31,934,440 | -16.4% | 359,745 | -23.3% | 10.41% | -21.5% |
| Q4 2022 | $38,215,878 | +17.0% | 468,792 | +15.1% | 13.26% | +3.6% |
| Q3 2022 | $32,654,000 | +3.5% | 407,256 | +8.0% | 12.80% | +5.5% |
| Q2 2022 | $31,560,000 | -18.0% | 377,060 | +3.6% | 12.13% | -6.8% |
| Q1 2022 | $38,465,000 | -5.1% | 364,046 | +3.8% | 13.02% | -3.8% |
| Q4 2021 | $40,547,000 | +19.4% | 350,633 | +5.8% | 13.54% | +5.0% |
| Q3 2021 | $33,951,000 | +102781.8% | 331,521 | +0.5% | 12.90% | -17.5% |
| Q2 2021 | $33,000 | -99.9% | 329,871 | -50.6% | 15.64% | +1.8% |
| Q1 2021 | $60,654,000 | -5.3% | 668,067 | -7.5% | 15.36% | -0.6% |
| Q4 2020 | $64,052,000 | +135.2% | 722,203 | +112.1% | 15.46% | -3.5% |
| Q3 2020 | $27,231,000 | +4.3% | 340,474 | -6.3% | 16.02% | -5.8% |
| Q2 2020 | $26,107,000 | +17.7% | 363,206 | -6.5% | 17.02% | +2.1% |
| Q1 2020 | $22,178,000 | -14.0% | 388,477 | +1.9% | 16.66% | +2.1% |
| Q4 2019 | $25,794,000 | +18.7% | 381,344 | +10.3% | 16.32% | +3.2% |
| Q3 2019 | $21,731,000 | +8.3% | 345,647 | +7.9% | 15.81% | +4.2% |
| Q2 2019 | $20,073,000 | +12.9% | 320,243 | +8.7% | 15.18% | -1.0% |
| Q1 2019 | $17,773,000 | +39.6% | 294,642 | +22.0% | 15.34% | +5.3% |
| Q4 2018 | $12,733,000 | – | 241,605 | – | 14.56% | – |
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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% |