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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $305,188 | +10.0% | 3,126 | 0.0% | 0.05% | +2.2% |
| Q1 2023 | $277,464 | -3.3% | 3,126 | -11.2% | 0.04% | -6.2% |
| Q4 2022 | $286,838 | +26.9% | 3,519 | +24.7% | 0.05% | +23.1% |
| Q3 2022 | $226,000 | -24.4% | 2,821 | -0.4% | 0.04% | -9.3% |
| Q1 2022 | $299,000 | -3.9% | 2,831 | +5.2% | 0.04% | +2.4% |
| Q4 2021 | $311,000 | +13.1% | 2,690 | +0.1% | 0.04% | +5.0% |
| Q3 2021 | $275,000 | +1.5% | 2,688 | 0.0% | 0.04% | +2.6% |
| Q2 2021 | $271,000 | +21.5% | 2,688 | +9.4% | 0.04% | +11.4% |
| Q1 2021 | $223,000 | +77.0% | 2,456 | +40.3% | 0.04% | +20.7% |
| Q2 2020 | $126,000 | +24.8% | 1,750 | -1.4% | 0.03% | +3.6% |
| Q1 2020 | $101,000 | +18.8% | 1,774 | +40.9% | 0.03% | +55.6% |
| Q4 2019 | $85,000 | – | 1,259 | – | 0.02% | – |
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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% |