ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 502 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,087,821 | -2.1% | 222,375 | +0.8% | 0.01% | 0.0% |
| Q2 2023 | $21,550,515 | +5.2% | 220,714 | -4.4% | 0.01% | 0.0% |
| Q1 2023 | $20,488,205 | +9.1% | 230,801 | +0.2% | 0.01% | +12.5% |
| Q4 2022 | $18,785,306 | +282.9% | 230,438 | +276.6% | 0.01% | +300.0% |
| Q3 2022 | $4,906,000 | +1093.7% | 61,191 | +1145.5% | 0.00% | – |
| Q2 2022 | $411,000 | -20.7% | 4,913 | +0.2% | 0.00% | – |
| Q1 2022 | $518,000 | +42.7% | 4,901 | +55.9% | 0.00% | – |
| Q4 2021 | $363,000 | -0.5% | 3,143 | -11.9% | 0.00% | – |
| Q3 2021 | $365,000 | +60.1% | 3,566 | +58.2% | 0.00% | – |
| Q2 2021 | $228,000 | +11.2% | 2,254 | 0.0% | 0.00% | – |
| Q1 2021 | $205,000 | – | 2,254 | – | 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% |