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 | $88,855 | -13.2% | 937 | -10.7% | 0.02% | -7.4% |
| Q2 2023 | $102,424 | -6.3% | 1,049 | -14.9% | 0.03% | -10.0% |
| Q1 2023 | $109,365 | +7.3% | 1,232 | -1.4% | 0.03% | 0.0% |
| Q4 2022 | $101,900 | +75.7% | 1,250 | +73.9% | 0.03% | +57.9% |
| Q3 2022 | $58,000 | -3.3% | 719 | 0.0% | 0.02% | -5.0% |
| Q2 2022 | $60,000 | -26.8% | 719 | -7.5% | 0.02% | -23.1% |
| Q1 2022 | $82,000 | -8.9% | 777 | 0.0% | 0.03% | -10.3% |
| Q4 2021 | $90,000 | +12.5% | 777 | 0.0% | 0.03% | +3.6% |
| Q3 2021 | $80,000 | -15.8% | 777 | -16.8% | 0.03% | -17.6% |
| Q2 2021 | $95,000 | +11.8% | 934 | 0.0% | 0.03% | +6.2% |
| Q1 2021 | $85,000 | +2.4% | 934 | 0.0% | 0.03% | -5.9% |
| Q4 2020 | $83,000 | +10.7% | 934 | 0.0% | 0.03% | -2.9% |
| Q3 2020 | $75,000 | +10.3% | 934 | 0.0% | 0.04% | +6.1% |
| Q2 2020 | $68,000 | +25.9% | 934 | 0.0% | 0.03% | -8.3% |
| Q1 2020 | $54,000 | -15.6% | 934 | 0.0% | 0.04% | -14.3% |
| Q4 2019 | $64,000 | – | 934 | – | 0.04% | – |
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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% |