ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 545 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 7.60 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,515 | -99.9% | 18,587 | +23.3% | 0.49% | +11.5% |
| Q4 2021 | $1,743,000 | +706.9% | 15,072 | +518.5% | 0.44% | +592.1% |
| Q4 2020 | $216,000 | -42.7% | 2,437 | -56.3% | 0.06% | -46.6% |
| Q4 2019 | $377,000 | -48.4% | 5,579 | -59.7% | 0.12% | -54.4% |
| Q4 2018 | $730,000 | -13.8% | 13,859 | -12.0% | 0.26% | -7.5% |
| Q4 2017 | $847,000 | +101.2% | 15,751 | +60.6% | 0.28% | +71.8% |
| Q4 2016 | $421,000 | -31.8% | 9,805 | +29.0% | 0.16% | -45.1% |
| Q4 2015 | $617,000 | – | 7,603 | – | 0.30% | – |
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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% |