ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 516 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $296,818 | -2.9% | 3,130 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $305,614 | +10.0% | 3,130 | 0.0% | 0.02% | +4.8% |
| Q1 2023 | $277,851 | +8.9% | 3,130 | 0.0% | 0.02% | +10.5% |
| Q4 2022 | $255,158 | +1.7% | 3,130 | 0.0% | 0.02% | -9.5% |
| Q3 2022 | $251,000 | -12.2% | 3,130 | -8.4% | 0.02% | -4.5% |
| Q2 2022 | $286,000 | -13.6% | 3,417 | +9.2% | 0.02% | 0.0% |
| Q1 2022 | $331,000 | -15.3% | 3,130 | -7.4% | 0.02% | -12.0% |
| Q4 2021 | $391,000 | +13.0% | 3,380 | 0.0% | 0.02% | +4.2% |
| Q3 2021 | $346,000 | +1.5% | 3,380 | 0.0% | 0.02% | +4.3% |
| Q2 2021 | $341,000 | +9.6% | 3,380 | -1.3% | 0.02% | 0.0% |
| Q1 2021 | $311,000 | +2.3% | 3,425 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $304,000 | – | 3,425 | – | 0.02% | – |
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% |