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 | $172,969 | +187.1% | 1,824 | +195.6% | 0.00% | +100.0% |
| Q2 2023 | $60,243 | -37.9% | 617 | -43.5% | 0.00% | 0.0% |
| Q1 2023 | $97,026 | +29.1% | 1,093 | +18.5% | 0.00% | 0.0% |
| Q4 2022 | $75,161 | -28.4% | 922 | -29.5% | 0.00% | 0.0% |
| Q3 2022 | $105,000 | +38.2% | 1,308 | +44.4% | 0.00% | 0.0% |
| Q2 2022 | $76,000 | +26.7% | 906 | +60.4% | 0.00% | 0.0% |
| Q1 2022 | $60,000 | -85.3% | 565 | -84.0% | 0.00% | -75.0% |
| Q4 2021 | $408,000 | – | 3,531 | +353000.0% | 0.00% | – |
| Q3 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 1 | -99.9% | 0.00% | -100.0% |
| Q4 2020 | $106,000 | -17.8% | 1,200 | -25.4% | 0.00% | -50.0% |
| Q3 2020 | $129,000 | -32.8% | 1,608 | -39.7% | 0.00% | -33.3% |
| Q2 2020 | $192,000 | +814.3% | 2,667 | +636.7% | 0.00% | – |
| Q1 2020 | $21,000 | -22.2% | 362 | -9.5% | 0.00% | – |
| Q4 2019 | $27,000 | +8.0% | 400 | 0.0% | 0.00% | – |
| Q3 2019 | $25,000 | 0.0% | 400 | -0.2% | 0.00% | – |
| Q2 2019 | $25,000 | -10.7% | 401 | -13.0% | 0.00% | – |
| Q1 2019 | $28,000 | +33.3% | 461 | +15.2% | 0.00% | – |
| Q4 2018 | $21,000 | -83.3% | 400 | -75.2% | 0.00% | -100.0% |
| Q4 2014 | $126,000 | -46.6% | 1,610 | -49.2% | 0.00% | -40.0% |
| Q2 2014 | $236,000 | – | 3,170 | – | 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% |