ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 539 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,284,755 | -90.0% | 15,760 | -89.8% | 0.01% | -90.2% |
| Q2 2022 | $12,901,000 | +1805.6% | 154,128 | +1440.8% | 0.10% | +1940.0% |
| Q4 2019 | $677,000 | -88.7% | 10,003 | -91.2% | 0.01% | -90.2% |
| Q4 2018 | $5,976,000 | +1129.6% | 113,403 | +900.9% | 0.05% | +1175.0% |
| Q4 2016 | $486,000 | -76.9% | 11,330 | -56.4% | 0.00% | -71.4% |
| Q4 2015 | $2,108,000 | +59.6% | 25,965 | +49.3% | 0.01% | +55.6% |
| Q3 2015 | $1,321,000 | – | 17,388 | – | 0.01% | – |
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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% |