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 | $3,736 | -96.9% | 39 | -96.9% | 0.00% | -100.0% |
| Q2 2023 | $121,015 | -11.4% | 1,239 | -19.5% | 0.01% | -16.7% |
| Q1 2023 | $136,644 | +28.2% | 1,539 | +17.8% | 0.01% | +20.0% |
| Q4 2022 | $106,560 | +7.6% | 1,307 | +5.5% | 0.01% | 0.0% |
| Q3 2022 | $99,000 | -4.8% | 1,239 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $104,000 | -25.7% | 1,239 | -6.6% | 0.01% | +11.1% |
| Q1 2022 | $140,000 | -8.5% | 1,326 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $153,000 | -0.6% | 1,326 | -12.1% | 0.01% | -18.2% |
| Q3 2021 | $154,000 | +14.1% | 1,508 | +13.2% | 0.01% | +22.2% |
| Q2 2021 | $135,000 | +11.6% | 1,332 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $121,000 | +2.5% | 1,332 | 0.0% | 0.01% | -10.0% |
| Q4 2020 | $118,000 | +22.9% | 1,332 | +11.0% | 0.01% | +25.0% |
| Q3 2020 | $96,000 | -92.3% | 1,200 | -93.1% | 0.01% | -92.0% |
| Q2 2020 | $1,244,000 | +1096.2% | 17,305 | +847.2% | 0.10% | +900.0% |
| Q1 2020 | $104,000 | +28.4% | 1,827 | +52.2% | 0.01% | +42.9% |
| Q4 2019 | $81,000 | +8.0% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $75,000 | 0.0% | 1,200 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $75,000 | +4.2% | 1,200 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $72,000 | +14.3% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $63,000 | -16.0% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $75,000 | +8.7% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $69,000 | +4.5% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $66,000 | +1.5% | 1,200 | 0.0% | 0.01% | -10.0% |
| Q4 2017 | $65,000 | – | 1,200 | – | 0.01% | – |
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% |