ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 492 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $386,985 | -2.9% | 4,081 | 0.0% | 0.24% | +3.4% |
| Q2 2023 | $398,452 | +3.1% | 4,081 | -5.0% | 0.24% | +4.0% |
| Q1 2023 | $386,400 | +10.4% | 4,294 | +0.0% | 0.23% | +7.1% |
| Q4 2022 | $349,973 | +1.7% | 4,293 | +0.0% | 0.21% | -7.0% |
| Q3 2022 | $344,000 | -4.2% | 4,292 | 0.0% | 0.23% | +2.7% |
| Q2 2022 | $359,000 | -20.8% | 4,292 | +0.0% | 0.22% | -11.6% |
| Q1 2022 | $453,000 | +0.4% | 4,291 | 0.0% | 0.25% | -1.6% |
| Q4 2021 | $451,000 | +2.7% | 4,291 | +0.0% | 0.25% | +2.8% |
| Q3 2021 | $439,000 | -3.1% | 4,290 | 0.0% | 0.25% | -0.8% |
| Q2 2021 | $453,000 | +15.0% | 4,290 | 0.0% | 0.25% | +9.2% |
| Q1 2021 | $394,000 | -1.5% | 4,290 | +0.0% | 0.23% | -10.9% |
| Q4 2020 | $400,000 | -41.0% | 4,289 | -47.2% | 0.26% | +1.6% |
| Q3 2020 | $678,000 | +109.9% | 8,118 | +80.9% | 0.25% | +1.6% |
| Q2 2020 | $323,000 | +56.0% | 4,488 | +23.7% | 0.25% | +22.2% |
| Q1 2020 | $207,000 | -15.5% | 3,627 | -0.0% | 0.20% | +20.1% |
| Q4 2019 | $245,000 | +7.5% | 3,628 | +0.1% | 0.17% | +1.2% |
| Q3 2019 | $228,000 | +0.4% | 3,626 | 0.0% | 0.17% | +1.2% |
| Q2 2019 | $227,000 | +2.7% | 3,626 | -1.1% | 0.16% | +3.8% |
| Q1 2019 | $221,000 | -99.9% | 3,666 | +100.5% | 0.16% | +57.4% |
| Q1 2016 | $148,271,000 | -0.0% | 1,828 | +0.1% | 0.10% | +1.0% |
| Q4 2015 | $148,324,000 | +6.9% | 1,827 | 0.0% | 0.10% | -2.0% |
| Q3 2015 | $138,739,000 | -6.6% | 1,827 | +0.1% | 0.10% | -1.0% |
| Q2 2015 | $148,514,000 | +0.1% | 1,826 | 0.0% | 0.10% | 0.0% |
| Q1 2015 | $148,365,000 | +3.8% | 1,826 | +0.1% | 0.10% | +4.0% |
| Q4 2014 | $143,002,000 | +4.9% | 1,825 | 0.0% | 0.10% | +1.0% |
| Q3 2014 | $136,356,000 | +0.4% | 1,825 | 0.0% | 0.10% | +1.0% |
| Q2 2014 | $135,778,000 | +4.7% | 1,825 | 0.0% | 0.10% | +4.3% |
| Q1 2014 | $129,630,000 | – | 1,825 | – | 0.09% | – |
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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% |