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 | $10,530,208 | -5.7% | 111,043 | -2.9% | 0.10% | -7.1% |
| Q2 2023 | $11,166,208 | +12.0% | 114,361 | +1.9% | 0.11% | +3.7% |
| Q1 2023 | $9,965,493 | +2.2% | 112,262 | -6.1% | 0.11% | +24.1% |
| Q4 2022 | $9,747,672 | -99.9% | 119,574 | -62.1% | 0.09% | -35.6% |
| Q3 2022 | $12,662,650,000 | +97080.7% | 315,536 | +102.7% | 0.14% | +0.7% |
| Q2 2022 | $13,030,000 | +3.5% | 155,670 | +30.6% | 0.13% | +2.3% |
| Q1 2022 | $12,591,000 | -6.2% | 119,162 | +2.6% | 0.13% | -3.7% |
| Q4 2021 | $13,430,000 | +0.6% | 116,138 | -10.9% | 0.14% | +1.5% |
| Q3 2021 | $13,355,000 | -22.4% | 130,412 | -23.5% | 0.13% | -31.3% |
| Q2 2021 | $17,217,000 | +14.1% | 170,495 | +2.6% | 0.20% | +2.1% |
| Q1 2021 | $15,084,000 | -10.0% | 166,142 | -12.4% | 0.19% | -1.5% |
| Q4 2020 | $16,765,000 | -99.9% | 189,713 | +2.9% | 0.19% | -29.7% |
| Q3 2020 | $14,813,000,000 | – | 184,456 | – | 0.28% | – |
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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% |