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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $290,728 | -15.8% | 2,978 | -23.5% | 0.19% | -5.9% |
| Q1 2023 | $345,442 | +1.7% | 3,891 | -6.6% | 0.20% | -6.5% |
| Q4 2022 | $339,667 | +2.9% | 4,167 | +1.1% | 0.22% | -5.7% |
| Q3 2022 | $330,000 | -32.4% | 4,121 | -29.4% | 0.23% | -28.1% |
| Q2 2022 | $488,000 | -25.2% | 5,835 | -5.5% | 0.32% | -15.1% |
| Q1 2022 | $652,000 | -9.4% | 6,174 | -0.9% | 0.38% | -2.8% |
| Q4 2021 | $720,000 | +9.6% | 6,229 | -4.3% | 0.39% | -17.3% |
| Q2 2021 | $657,000 | +8.8% | 6,508 | -2.1% | 0.47% | -3.7% |
| Q1 2021 | $604,000 | -17.6% | 6,649 | -15.6% | 0.49% | +46.7% |
| Q4 2020 | $733,000 | – | 7,881 | – | 0.33% | – |
Download | ||||||
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% |