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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vantage Financial Partners, LLC | 464,658 | $38,892,000 | 22.95% |
| Madison Wealth Partners, Inc | 326,892 | $27,361,000 | 17.38% |
| HILLTOP WEALTH ADVISORS, LLC | 210,626 | $17,629,000 | 17.17% |
| Tennessee Valley Asset Management Partners | 377,060 | $31,560,000 | 12.13% |
| Financial Council, LLC | 105,261 | $8,810,000 | 10.99% |
| Legacy Financial Group LLC | 408,231 | $34,169,000 | 10.78% |
| DOLIVER ADVISORS, LP | 352,235 | $29,482,000 | 10.47% |
| Veracity Capital LLC | 214,699 | $17,970,000 | 9.56% |
| ForthRight Wealth Management, LLC | 197,265 | $16,511,000 | 9.18% |
| Petix & Botte Co | 114,588 | $9,591,000 | 7.06% |