ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 425 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $140,348 | -2.9% | 1,480 | 0.0% | 0.02% | -9.5% |
| Q2 2023 | $144,507 | +10.0% | 1,480 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $131,380 | +8.9% | 1,480 | 0.0% | 0.02% | -22.2% |
| Q4 2022 | $120,650 | +1.4% | 1,480 | 0.0% | 0.03% | -15.6% |
| Q3 2022 | $119,000 | -4.0% | 1,480 | 0.0% | 0.03% | +45.5% |
| Q2 2022 | $124,000 | -20.5% | 1,480 | 0.0% | 0.02% | -8.3% |
| Q1 2022 | $156,000 | -21.2% | 1,480 | -13.5% | 0.02% | 0.0% |
| Q4 2021 | $198,000 | +13.1% | 1,710 | 0.0% | 0.02% | -4.0% |
| Q3 2021 | $175,000 | +4.8% | 1,710 | +3.7% | 0.02% | -10.7% |
| Q2 2021 | $167,000 | +79.6% | 1,649 | +60.7% | 0.03% | +40.0% |
| Q1 2021 | $93,000 | – | 1,026 | – | 0.02% | – |
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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% |