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 | $8,180,863 | +516368.6% | 86,269 | +357.1% | 0.04% | +258.3% |
| Q4 2022 | $1,584 | -99.9% | 18,874 | +22.1% | 0.01% | +9.1% |
| Q3 2022 | $1,298,000 | -24.7% | 15,453 | -20.7% | 0.01% | -21.4% |
| Q2 2022 | $1,723,000 | -14.7% | 19,476 | -3.0% | 0.01% | -6.7% |
| Q1 2022 | $2,021,000 | -6.6% | 20,074 | -6.8% | 0.02% | -6.2% |
| Q4 2021 | $2,163,000 | -5.0% | 21,544 | +2.5% | 0.02% | +14.3% |
| Q3 2021 | $2,278,000 | +4.9% | 21,020 | +1.6% | 0.01% | +7.7% |
| Q2 2021 | $2,172,000 | +22.0% | 20,690 | +13.1% | 0.01% | +18.2% |
| Q1 2021 | $1,780,000 | +19.9% | 18,289 | +12.8% | 0.01% | +22.2% |
| Q4 2020 | $1,484,000 | +11.2% | 16,219 | 0.0% | 0.01% | -10.0% |
| Q3 2020 | $1,334,000 | +17.4% | 16,219 | +9.3% | 0.01% | +11.1% |
| Q2 2020 | $1,136,000 | +29.8% | 14,842 | +7.7% | 0.01% | +12.5% |
| Q1 2020 | $875,000 | – | 13,786 | – | 0.01% | – |
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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% |