ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 535 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,298 | +1.3% | 13,692 | +4.4% | 0.41% | -0.7% |
| Q2 2023 | $1,281 | -42.5% | 13,117 | -47.8% | 0.41% | +8.1% |
| Q1 2023 | $2,229 | +27.3% | 25,110 | +16.9% | 0.38% | +14.8% |
| Q4 2022 | $1,751 | -99.9% | 21,482 | -28.1% | 0.33% | -34.1% |
| Q3 2022 | $2,397,000 | -17.0% | 29,898 | -13.4% | 0.50% | -12.2% |
| Q2 2022 | $2,888,000 | -28.1% | 34,505 | -9.3% | 0.57% | -57.2% |
| Q1 2022 | $4,018,000 | +49.5% | 38,024 | +63.7% | 1.34% | +50.1% |
| Q4 2021 | $2,687,000 | +26.0% | 23,231 | +11.6% | 0.89% | +19.2% |
| Q3 2021 | $2,132,000 | +58.2% | 20,814 | +55.9% | 0.75% | +43.1% |
| Q2 2021 | $1,348,000 | +46.8% | 13,353 | +32.0% | 0.52% | +35.1% |
| Q1 2021 | $918,000 | – | 10,114 | – | 0.39% | – |
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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% |