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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,061 | -99.9% | 25,287 | -32.4% | 0.03% | -9.4% |
| Q3 2022 | $2,997,000 | -5.0% | 37,388 | -0.9% | 0.03% | -8.6% |
| Q2 2022 | $3,156,000 | -29.4% | 37,717 | -10.9% | 0.04% | +9.4% |
| Q1 2022 | $4,473,000 | -16.9% | 42,335 | -9.1% | 0.03% | +3.2% |
| Q4 2021 | $5,383,000 | +33.1% | 46,557 | +4.5% | 0.03% | -24.4% |
| Q1 2021 | $4,045,000 | +1922.5% | 44,560 | +1169.9% | 0.04% | +215.4% |
| Q1 2020 | $200,000 | – | 3,509 | – | 0.01% | – |
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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% |