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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $525,000 | -22.8% | 4,970 | -15.5% | 0.03% | -17.9% |
| Q4 2021 | $680,000 | -9.3% | 5,883 | -19.7% | 0.04% | -13.3% |
| Q3 2021 | $750,000 | +14.9% | 7,322 | +13.2% | 0.04% | +15.4% |
| Q2 2021 | $653,000 | +2.8% | 6,467 | -7.5% | 0.04% | -7.1% |
| Q1 2021 | $635,000 | +37.7% | 6,993 | +34.7% | 0.04% | +23.5% |
| Q4 2020 | $461,000 | -10.0% | 5,191 | -18.9% | 0.03% | -26.1% |
| Q3 2020 | $512,000 | -17.8% | 6,400 | -26.2% | 0.05% | -23.3% |
| Q2 2020 | $623,000 | +42.9% | 8,668 | +13.4% | 0.06% | +1.7% |
| Q1 2020 | $436,000 | – | 7,643 | – | 0.06% | – |
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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% |