ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 502 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $385,000 | -4.2% | 4,801 | 0.0% | 0.04% | +2.8% |
| Q2 2022 | $402,000 | -20.7% | 4,801 | 0.0% | 0.04% | -7.7% |
| Q1 2022 | $507,000 | -8.6% | 4,801 | 0.0% | 0.04% | -2.5% |
| Q4 2021 | $555,000 | +8.6% | 4,801 | -3.8% | 0.04% | +2.6% |
| Q3 2021 | $511,000 | +1.4% | 4,990 | 0.0% | 0.04% | +2.6% |
| Q2 2021 | $504,000 | +11.3% | 4,990 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $453,000 | +2.3% | 4,990 | 0.0% | 0.04% | -2.6% |
| Q4 2020 | $443,000 | +11.0% | 4,990 | 0.0% | 0.04% | +2.6% |
| Q3 2020 | $399,000 | +11.1% | 4,990 | 0.0% | 0.04% | +2.7% |
| Q2 2020 | $359,000 | +26.0% | 4,990 | +0.0% | 0.04% | +2.8% |
| Q1 2020 | $285,000 | -22.6% | 4,988 | -8.2% | 0.04% | 0.0% |
| Q4 2019 | $368,000 | -1.9% | 5,434 | -9.0% | 0.04% | -2.7% |
| Q3 2019 | $375,000 | +10.3% | 5,970 | +10.1% | 0.04% | +5.7% |
| Q2 2019 | $340,000 | +27.3% | 5,424 | +22.7% | 0.04% | +20.7% |
| Q1 2019 | $267,000 | +12.7% | 4,420 | -1.7% | 0.03% | -25.6% |
| Q4 2018 | $237,000 | – | 4,497 | – | 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% |