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 | $253,101 | -2.9% | 2,669 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $260,601 | +10.0% | 2,669 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $236,927 | +8.9% | 2,669 | 0.0% | 0.02% | +11.8% |
| Q4 2022 | $217,577 | +1.7% | 2,669 | 0.0% | 0.02% | -5.6% |
| Q3 2022 | $214,000 | -4.0% | 2,669 | 0.0% | 0.02% | -10.0% |
| Q2 2022 | $223,000 | -20.9% | 2,669 | 0.0% | 0.02% | -4.8% |
| Q1 2022 | $282,000 | -8.7% | 2,669 | 0.0% | 0.02% | -8.7% |
| Q4 2021 | $309,000 | +13.2% | 2,669 | 0.0% | 0.02% | +4.5% |
| Q3 2021 | $273,000 | +23.0% | 2,669 | +21.6% | 0.02% | +29.4% |
| Q2 2021 | $222,000 | -60.2% | 2,194 | -81.8% | 0.02% | -79.5% |
| Q1 2017 | $558,000 | -81.4% | 12,025 | -67.5% | 0.08% | -86.1% |
| Q4 2015 | $3,003,000 | +282.5% | 36,987 | +269.0% | 0.60% | +165.8% |
| Q4 2014 | $785,000 | – | 10,023 | – | 0.22% | – |
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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% |