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 | $48,544,069 | -3.6% | 511,907 | -0.8% | 0.06% | -3.1% |
| Q2 2023 | $50,373,469 | +11.8% | 515,911 | +1.6% | 0.06% | +3.2% |
| Q1 2023 | $45,060,145 | +5.4% | 507,605 | -3.3% | 0.06% | -3.1% |
| Q4 2022 | $42,771,337 | -6.7% | 524,673 | -8.2% | 0.06% | -18.8% |
| Q3 2022 | $45,842,000 | +0.4% | 571,745 | +4.8% | 0.08% | +2.6% |
| Q2 2022 | $45,668,000 | -16.6% | 545,608 | +5.2% | 0.08% | -11.4% |
| Q1 2022 | $54,785,000 | -5.4% | 518,504 | +3.5% | 0.09% | -7.4% |
| Q4 2021 | $57,931,000 | +16.6% | 500,957 | +3.3% | 0.10% | +4.4% |
| Q3 2021 | $49,681,000 | +2.7% | 485,117 | +1.2% | 0.09% | -1.1% |
| Q2 2021 | $48,393,000 | +10.3% | 479,238 | -0.8% | 0.09% | -1.1% |
| Q1 2021 | $43,872,000 | +5.6% | 483,209 | +3.2% | 0.09% | -3.1% |
| Q4 2020 | $41,528,000 | +14.8% | 468,246 | +3.5% | 0.10% | -1.0% |
| Q3 2020 | $36,174,000 | +13.3% | 452,283 | +1.8% | 0.10% | -2.0% |
| Q2 2020 | $31,939,000 | +50.3% | 444,331 | +19.4% | 0.10% | +20.7% |
| Q1 2020 | $21,253,000 | -5.1% | 372,270 | +12.5% | 0.08% | +7.9% |
| Q4 2019 | $22,384,000 | -6.0% | 330,933 | -12.6% | 0.08% | -15.6% |
| Q3 2019 | $23,812,000 | +9.2% | 378,743 | +8.9% | 0.09% | +2.3% |
| Q2 2019 | $21,796,000 | +13.5% | 347,734 | +9.3% | 0.09% | +4.8% |
| Q1 2019 | $19,198,000 | +24.7% | 318,281 | +9.0% | 0.08% | +9.1% |
| Q4 2018 | $15,394,000 | +8.9% | 292,102 | +28.3% | 0.08% | +8.5% |
| Q3 2018 | $14,138,000 | +22.7% | 227,599 | +13.0% | 0.07% | +9.2% |
| Q2 2018 | $11,521,000 | +16.0% | 201,418 | +10.8% | 0.06% | +8.3% |
| Q1 2018 | $9,933,000 | +2.9% | 181,852 | +1.3% | 0.06% | -1.6% |
| Q4 2017 | $9,649,000 | +8.7% | 179,449 | +2.1% | 0.06% | -3.2% |
| Q3 2017 | $8,875,000 | +8.0% | 175,817 | +3.1% | 0.06% | -4.5% |
| Q2 2017 | $8,218,000 | +12.0% | 170,499 | +7.8% | 0.07% | -1.5% |
| Q1 2017 | $7,337,000 | +18.7% | 158,191 | +9.9% | 0.07% | 0.0% |
| Q4 2016 | $6,179,000 | +31.8% | 143,963 | +150.8% | 0.07% | 0.0% |
| Q2 2016 | $4,689,000 | +12.2% | 57,411 | +11.4% | 0.07% | -1.5% |
| Q1 2016 | $4,179,000 | +29.7% | 51,520 | +29.8% | 0.07% | +6.2% |
| Q4 2015 | $3,221,000 | +54.9% | 39,677 | +45.0% | 0.06% | +28.0% |
| Q3 2015 | $2,079,000 | +40.9% | 27,370 | +50.8% | 0.05% | +31.6% |
| Q2 2015 | $1,476,000 | +19.9% | 18,149 | +19.8% | 0.04% | +11.8% |
| Q1 2015 | $1,231,000 | +6.5% | 15,146 | +2.6% | 0.03% | -5.6% |
| Q4 2014 | $1,156,000 | +8.1% | 14,756 | +3.1% | 0.04% | -2.7% |
| Q3 2014 | $1,069,000 | +11.1% | 14,308 | +10.7% | 0.04% | -2.6% |
| Q2 2014 | $962,000 | +3.0% | 12,925 | -1.7% | 0.04% | -2.6% |
| Q1 2014 | $934,000 | +10.8% | 13,150 | +10.1% | 0.04% | +2.6% |
| Q4 2013 | $843,000 | +24.3% | 11,940 | +13.1% | 0.04% | +5.6% |
| Q3 2013 | $678,000 | +5.9% | 10,556 | -1.8% | 0.04% | -5.3% |
| Q2 2013 | $640,000 | – | 10,745 | – | 0.04% | – |
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% |