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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $533,884 | +1.0% | 5,630 | +4.0% | 0.10% | +3.1% |
| Q2 2023 | $528,711 | +25.1% | 5,415 | +13.8% | 0.10% | +15.3% |
| Q1 2023 | $422,503 | +19.6% | 4,760 | +9.8% | 0.08% | +7.6% |
| Q4 2022 | $353,303 | +3.9% | 4,334 | +2.1% | 0.08% | +1.3% |
| Q3 2022 | $340,000 | +7.9% | 4,244 | +12.6% | 0.08% | +13.0% |
| Q2 2022 | $315,000 | -9.0% | 3,768 | +15.1% | 0.07% | +13.1% |
| Q1 2022 | $346,000 | -0.3% | 3,273 | +9.0% | 0.06% | +5.2% |
| Q4 2021 | $347,000 | +26.2% | 3,002 | +11.7% | 0.06% | +23.4% |
| Q3 2021 | $275,000 | -1.4% | 2,687 | -2.9% | 0.05% | -2.1% |
| Q2 2021 | $279,000 | +13.0% | 2,767 | +1.8% | 0.05% | -2.0% |
| Q1 2021 | $247,000 | +6.9% | 2,717 | +4.3% | 0.05% | +11.4% |
| Q4 2020 | $231,000 | +5.0% | 2,606 | -5.3% | 0.04% | -8.3% |
| Q3 2020 | $220,000 | – | 2,751 | – | 0.05% | – |
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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% |