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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $363,000 | -6.4% | 4,530 | -2.2% | 0.12% | -0.8% |
| Q2 2022 | $388,000 | -20.3% | 4,631 | +0.4% | 0.13% | -8.0% |
| Q1 2022 | $487,000 | -40.7% | 4,613 | -37.9% | 0.14% | +20.2% |
| Q4 2021 | $821,000 | +184.1% | 7,425 | +163.2% | 0.11% | +37.3% |
| Q3 2021 | $289,000 | -0.3% | 2,821 | -1.6% | 0.08% | 0.0% |
| Q2 2021 | $290,000 | +19.3% | 2,867 | +7.0% | 0.08% | +13.7% |
| Q1 2021 | $243,000 | +0.8% | 2,679 | -1.2% | 0.07% | -6.4% |
| Q4 2020 | $241,000 | +9.5% | 2,712 | -1.5% | 0.08% | -1.3% |
| Q3 2020 | $220,000 | +9.5% | 2,752 | -1.7% | 0.08% | +8.2% |
| Q2 2020 | $201,000 | – | 2,801 | – | 0.07% | – |
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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% |