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 | $3,439 | -3.6% | 36,236 | -1.2% | 0.01% | 0.0% |
| Q2 2023 | $3,566 | +2.1% | 36,664 | -7.3% | 0.01% | -11.1% |
| Q1 2023 | $3,492 | -14.3% | 39,548 | -20.8% | 0.01% | -18.2% |
| Q4 2022 | $4,074 | -99.9% | 49,948 | +13.1% | 0.01% | +10.0% |
| Q3 2022 | $3,564,000 | +4.4% | 44,165 | +8.3% | 0.01% | +11.1% |
| Q2 2022 | $3,414,000 | -98.0% | 40,787 | -97.2% | 0.01% | -97.2% |
| Q1 2022 | $167,415,000 | -23.4% | 1,450,827 | -32.9% | 0.33% | -22.3% |
| Q4 2021 | $218,423,000 | +17.3% | 2,163,027 | +17.5% | 0.42% | +11.4% |
| Q3 2021 | $186,152,000 | -15.5% | 1,841,140 | -15.6% | 0.38% | -15.6% |
| Q2 2021 | $220,362,000 | +19.3% | 2,182,226 | +7.2% | 0.45% | +10.1% |
| Q1 2021 | $184,767,000 | +7.0% | 2,035,114 | +4.6% | 0.41% | +2.0% |
| Q4 2020 | $172,602,000 | +22.0% | 1,946,132 | +10.0% | 0.40% | +5.6% |
| Q3 2020 | $141,465,000 | +140.4% | 1,768,750 | +71.6% | 0.38% | +114.8% |
| Q2 2020 | $58,845,000 | 0.0% | 1,030,774 | 0.0% | 0.18% | -17.0% |
| Q1 2020 | $58,845,000 | +33.6% | 1,030,774 | +58.3% | 0.21% | +68.3% |
| Q4 2019 | $44,058,000 | +100.6% | 651,351 | +86.4% | 0.13% | +85.3% |
| Q3 2019 | $21,967,000 | +99.2% | 349,404 | +98.6% | 0.07% | +100.0% |
| Q2 2019 | $11,028,000 | +488.8% | 175,935 | +466.6% | 0.03% | +466.7% |
| Q1 2019 | $1,873,000 | – | 31,053 | – | 0.01% | – |
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% |