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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $846,951 | -16.6% | 9,762 | -19.9% | 0.17% | -21.5% |
| Q3 2022 | $1,015,000 | +27.2% | 12,188 | +34.1% | 0.21% | +28.9% |
| Q2 2022 | $798,000 | -10.1% | 9,091 | +2.7% | 0.17% | +0.6% |
| Q1 2022 | $888,000 | -5.4% | 8,848 | -5.4% | 0.16% | -5.7% |
| Q4 2021 | $939,000 | -21.6% | 9,358 | -10.8% | 0.18% | -5.9% |
| Q3 2021 | $1,198,000 | +1.2% | 10,487 | -6.5% | 0.19% | -3.6% |
| Q2 2021 | $1,184,000 | +2.5% | 11,212 | -8.0% | 0.19% | -6.8% |
| Q1 2021 | $1,155,000 | -4.1% | 12,184 | -6.2% | 0.21% | -6.8% |
| Q4 2020 | $1,204,000 | +10.4% | 12,988 | +0.3% | 0.22% | 0.0% |
| Q3 2020 | $1,091,000 | +31.1% | 12,944 | +11.8% | 0.22% | -9.0% |
| Q2 2020 | $832,000 | +29.0% | 11,576 | +2.5% | 0.24% | -0.4% |
| Q1 2020 | $645,000 | -16.2% | 11,299 | -0.7% | 0.24% | +1.7% |
| Q4 2019 | $770,000 | +7.7% | 11,382 | +0.0% | 0.24% | -2.0% |
| Q3 2019 | $715,000 | +2.4% | 11,380 | +2.2% | 0.25% | +2.1% |
| Q2 2019 | $698,000 | +5.6% | 11,140 | +1.6% | 0.24% | -0.8% |
| Q1 2019 | $661,000 | +15.4% | 10,966 | +0.9% | 0.24% | -3.2% |
| Q4 2018 | $573,000 | -7.1% | 10,865 | +9.4% | 0.25% | +11.6% |
| Q3 2018 | $617,000 | +5.3% | 9,932 | -3.1% | 0.22% | +6.6% |
| Q2 2018 | $586,000 | +10.8% | 10,251 | +5.8% | 0.21% | +2.9% |
| Q1 2018 | $529,000 | +14.3% | 9,692 | +12.4% | 0.20% | +12.6% |
| Q4 2017 | $463,000 | +7.7% | 8,620 | +1.1% | 0.18% | +2.2% |
| Q3 2017 | $430,000 | +4.4% | 8,527 | -0.1% | 0.18% | +1.1% |
| Q2 2017 | $412,000 | +24.5% | 8,539 | +19.6% | 0.18% | +18.1% |
| Q1 2017 | $331,000 | -7.3% | 7,140 | -14.1% | 0.15% | -16.8% |
| Q4 2016 | $357,000 | +22.3% | 8,316 | +21.4% | 0.18% | +30.7% |
| Q3 2016 | $292,000 | -5.2% | 6,852 | +81.8% | 0.14% | -11.0% |
| Q2 2016 | $308,000 | +7.7% | 3,769 | +7.0% | 0.15% | +9.2% |
| Q1 2016 | $286,000 | +1.8% | 3,522 | +1.9% | 0.14% | +3.7% |
| Q4 2015 | $281,000 | -2.8% | 3,457 | -9.3% | 0.14% | -6.8% |
| Q3 2015 | $289,000 | -5.6% | 3,810 | +1.3% | 0.15% | +0.7% |
| Q2 2015 | $306,000 | +2.0% | 3,761 | +1.8% | 0.14% | +3.6% |
| Q1 2015 | $300,000 | -4.5% | 3,693 | -7.9% | 0.14% | -6.0% |
| Q4 2014 | $314,000 | +12.1% | 4,011 | +7.1% | 0.15% | +7.2% |
| Q3 2014 | $280,000 | +6.1% | 3,746 | +5.6% | 0.14% | +4.5% |
| Q2 2014 | $264,000 | -37.7% | 3,548 | -40.5% | 0.13% | -41.2% |
| Q1 2014 | $424,000 | -16.9% | 5,968 | -17.4% | 0.23% | -18.7% |
| Q4 2013 | $510,000 | +9.4% | 7,223 | -0.4% | 0.28% | -3.8% |
| Q3 2013 | $466,000 | -3.5% | 7,255 | -10.5% | 0.29% | -8.5% |
| Q2 2013 | $483,000 | – | 8,105 | – | 0.32% | – |
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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% |