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 | $49,413 | -5.4% | 535 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $52,237 | +10.0% | 535 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $47,492 | -86.5% | 535 | -87.6% | 0.00% | -85.7% |
| Q4 2022 | $352,981 | +12.8% | 4,330 | +11.1% | 0.01% | +16.7% |
| Q3 2022 | $313,000 | -18.9% | 3,898 | -15.5% | 0.01% | -14.3% |
| Q2 2022 | $386,000 | -8.1% | 4,611 | +16.0% | 0.01% | 0.0% |
| Q1 2022 | $420,000 | -8.1% | 3,976 | +0.7% | 0.01% | 0.0% |
| Q4 2021 | $457,000 | +39.3% | 3,949 | +23.4% | 0.01% | +16.7% |
| Q3 2021 | $328,000 | -62.0% | 3,200 | -66.4% | 0.01% | -62.5% |
| Q1 2021 | $863,000 | +2.4% | 9,510 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $843,000 | +10.8% | 9,510 | 0.0% | 0.02% | -5.9% |
| Q3 2020 | $761,000 | +11.3% | 9,510 | 0.0% | 0.02% | +6.2% |
| Q2 2020 | $684,000 | +9.8% | 9,510 | -12.9% | 0.02% | -11.1% |
| Q1 2020 | $623,000 | +85.4% | 10,920 | +119.5% | 0.02% | +125.0% |
| Q4 2019 | $336,000 | +20.4% | 4,975 | +11.9% | 0.01% | +14.3% |
| Q3 2019 | $279,000 | +38.8% | 4,444 | +38.9% | 0.01% | +40.0% |
| Q2 2019 | $201,000 | – | 3,200 | – | 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% |