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 | $9,805,728 | +13.5% | 103,403 | +16.9% | 6.65% | +10.2% |
| Q2 2023 | $8,640,039 | +33.3% | 88,489 | +21.2% | 6.03% | +17.6% |
| Q1 2023 | $6,481,830 | +33.4% | 73,018 | +22.5% | 5.13% | +18.7% |
| Q4 2022 | $4,857,340 | +5.8% | 59,585 | +4.1% | 4.32% | +1.5% |
| Q3 2022 | $4,591,000 | -1.1% | 57,253 | +3.2% | 4.26% | +2.1% |
| Q2 2022 | $4,642,000 | +9.8% | 55,465 | +38.6% | 4.17% | +11.2% |
| Q1 2022 | $4,229,000 | +6.4% | 40,022 | +16.5% | 3.75% | +8.1% |
| Q4 2021 | $3,973,000 | +23.2% | 34,358 | +9.1% | 3.46% | +15.2% |
| Q3 2021 | $3,225,000 | -0.5% | 31,487 | -1.9% | 3.01% | -3.7% |
| Q2 2021 | $3,240,000 | +18.5% | 32,090 | +6.5% | 3.12% | +7.9% |
| Q1 2021 | $2,735,000 | +14.4% | 30,119 | +11.7% | 2.89% | +23.4% |
| Q4 2020 | $2,391,000 | – | 26,960 | – | 2.35% | – |
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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% |