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 | $326,689 | -15.8% | 3,445 | -13.3% | 0.05% | +31.7% |
| Q2 2023 | $387,924 | +10.0% | 3,973 | 0.0% | 0.04% | +2.5% |
| Q1 2023 | $352,683 | +8.9% | 3,973 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $323,879 | +0.9% | 3,973 | -0.7% | 0.04% | -9.1% |
| Q3 2022 | $321,000 | -4.2% | 4,000 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $335,000 | -32.0% | 4,000 | -14.3% | 0.04% | -20.0% |
| Q1 2022 | $493,000 | -49.2% | 4,666 | -44.4% | 0.06% | -47.1% |
| Q4 2021 | $971,000 | +28.1% | 8,399 | +13.5% | 0.10% | +4.0% |
| Q3 2021 | $758,000 | +104.3% | 7,403 | +101.7% | 0.10% | +66.7% |
| Q2 2021 | $371,000 | +16.7% | 3,670 | +4.7% | 0.06% | -7.7% |
| Q1 2021 | $318,000 | +3.9% | 3,505 | +1.7% | 0.06% | -30.9% |
| Q4 2020 | $306,000 | – | 3,445 | – | 0.09% | – |
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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% |