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 | $1,194,384 | -2.9% | 12,595 | 0.0% | 0.14% | +5.5% |
| Q2 2023 | $1,229,776 | +10.0% | 12,595 | 0.0% | 0.13% | +7.6% |
| Q1 2023 | $1,118,058 | -40.0% | 12,595 | -44.9% | 0.12% | -48.3% |
| Q4 2022 | $1,863,547 | -2.3% | 22,860 | -3.9% | 0.23% | -4.6% |
| Q3 2022 | $1,907,000 | -4.2% | 23,784 | 0.0% | 0.24% | +3.4% |
| Q2 2022 | $1,990,000 | -36.3% | 23,784 | -19.6% | 0.23% | -16.2% |
| Q1 2022 | $3,126,000 | -8.6% | 29,584 | 0.0% | 0.28% | +3.3% |
| Q4 2021 | $3,421,000 | +7.7% | 29,584 | -4.6% | 0.27% | -5.3% |
| Q3 2021 | $3,177,000 | +32.5% | 31,017 | +30.7% | 0.28% | +29.7% |
| Q2 2021 | $2,397,000 | -18.1% | 23,737 | -26.3% | 0.22% | -20.9% |
| Q1 2021 | $2,926,000 | -17.3% | 32,229 | -19.2% | 0.28% | -24.9% |
| Q4 2020 | $3,537,000 | +6.2% | 39,873 | -4.2% | 0.37% | -7.5% |
| Q3 2020 | $3,329,000 | +11.3% | 41,629 | 0.0% | 0.40% | -1.7% |
| Q2 2020 | $2,992,000 | +25.9% | 41,629 | 0.0% | 0.41% | +16.3% |
| Q1 2020 | $2,377,000 | -16.7% | 41,629 | -1.3% | 0.35% | +9.1% |
| Q4 2019 | $2,853,000 | +7.2% | 42,186 | -0.3% | 0.32% | -1.5% |
| Q3 2019 | $2,661,000 | -51.6% | 42,331 | -51.7% | 0.32% | -52.4% |
| Q2 2019 | $5,493,000 | +2.4% | 87,621 | -1.5% | 0.68% | -5.3% |
| Q1 2019 | $5,365,000 | 0.0% | 88,940 | 0.0% | 0.72% | 0.0% |
| Q4 2018 | $5,365,000 | 0.0% | 88,940 | 0.0% | 0.72% | 0.0% |
| Q3 2018 | $5,365,000 | -33.7% | 88,940 | -37.1% | 0.72% | -32.7% |
| Q2 2018 | $8,086,000 | +3.4% | 141,362 | -1.3% | 1.07% | +4.6% |
| Q1 2018 | $7,820,000 | -0.1% | 143,164 | -1.7% | 1.02% | -0.2% |
| Q4 2017 | $7,831,000 | +2.2% | 145,646 | -4.1% | 1.03% | -3.2% |
| Q3 2017 | $7,665,000 | +1.9% | 151,850 | -2.7% | 1.06% | -5.9% |
| Q2 2017 | $7,519,000 | -5.0% | 156,012 | -8.5% | 1.13% | -2.1% |
| Q1 2017 | $7,911,000 | +11.5% | 170,560 | +3.2% | 1.15% | +7.7% |
| Q4 2016 | $7,094,000 | -11.3% | 165,292 | -12.1% | 1.07% | -7.8% |
| Q3 2016 | $7,998,000 | +2.4% | 187,980 | +96.6% | 1.16% | -3.8% |
| Q2 2016 | $7,810,000 | -0.2% | 95,617 | -0.9% | 1.20% | -9.1% |
| Q1 2016 | $7,829,000 | +5.6% | 96,531 | +5.7% | 1.33% | +1.1% |
| Q4 2015 | $7,415,000 | +3.1% | 91,339 | -3.6% | 1.31% | +5.3% |
| Q3 2015 | $7,195,000 | -10.2% | 94,731 | -3.9% | 1.25% | +8.2% |
| Q2 2015 | $8,014,000 | -58.4% | 98,552 | -63.7% | 1.15% | -59.7% |
| Q1 2014 | $19,280,000 | +7.0% | 271,435 | +6.3% | 2.86% | -2.8% |
| Q4 2013 | $18,023,000 | – | 255,344 | – | 2.94% | – |
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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% |