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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $590,000 | +10.9% | 6,650 | 0.0% | 0.00% | – |
| Q3 2020 | $532,000 | +11.3% | 6,650 | 0.0% | 0.00% | – |
| Q2 2020 | $478,000 | -55.0% | 6,650 | -64.2% | 0.00% | -100.0% |
| Q1 2020 | $1,062,000 | -27.9% | 18,600 | -5.6% | 0.00% | 0.0% |
| Q3 2014 | $1,472,000 | +106.7% | 19,701 | +105.9% | 0.00% | 0.0% |
| Q2 2014 | $712,000 | -43.3% | 9,567 | -45.9% | 0.00% | 0.0% |
| Q1 2014 | $1,255,000 | +89.9% | 17,668 | +88.7% | 0.00% | 0.0% |
| Q4 2013 | $661,000 | -57.4% | 9,365 | -61.3% | 0.00% | -50.0% |
| Q3 2013 | $1,553,000 | -33.8% | 24,190 | -38.6% | 0.00% | 0.0% |
| Q2 2013 | $2,347,000 | -13.8% | 39,412 | -15.5% | 0.00% | -33.3% |
| Q1 2013 | $2,722,000 | – | 46,651 | – | 0.00% | – |
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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% |