ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 492 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $561,525 | -6.2% | 5,921 | -3.4% | 0.06% | -3.4% |
| Q2 2023 | $598,668 | -2.4% | 6,131 | -11.2% | 0.06% | -7.8% |
| Q1 2023 | $613,126 | +16.7% | 6,906 | +7.2% | 0.06% | +8.5% |
| Q4 2022 | $525,413 | +6.1% | 6,445 | +4.4% | 0.06% | -18.1% |
| Q3 2022 | $495,000 | +1.4% | 6,173 | +5.8% | 0.07% | +10.8% |
| Q2 2022 | $488,000 | -15.1% | 5,832 | +7.2% | 0.06% | -5.8% |
| Q1 2022 | $575,000 | +28.1% | 5,438 | +40.1% | 0.07% | +16.9% |
| Q4 2021 | $449,000 | +54.8% | 3,881 | +37.2% | 0.06% | +34.1% |
| Q3 2021 | $290,000 | – | 2,829 | – | 0.04% | – |
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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% |