ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 539 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10 | – | 600 | +500.0% | 0.00% | – |
| Q2 2023 | $0 | – | 100 | 0.0% | 0.00% | – |
| Q1 2023 | $0 | – | 100 | 0.0% | 0.00% | – |
| Q4 2022 | $0 | -100.0% | 100 | -66.7% | 0.00% | -100.0% |
| Q3 2022 | $24,000 | +2300.0% | 300 | -87.0% | 0.00% | – |
| Q2 2022 | $1,000 | -96.0% | 2,300 | +76.9% | 0.00% | -100.0% |
| Q1 2022 | $25,000 | +66.7% | 1,300 | -18.8% | 0.00% | – |
| Q4 2021 | $15,000 | +200.0% | 1,600 | +33.3% | 0.00% | – |
| Q3 2021 | $5,000 | -44.4% | 1,200 | -67.6% | 0.00% | – |
| Q2 2021 | $9,000 | +12.5% | 3,700 | +76.2% | 0.00% | – |
| Q1 2021 | $8,000 | -96.8% | 2,100 | -34.4% | 0.00% | -100.0% |
| Q4 2020 | $250,000 | +733.3% | 3,200 | +10.3% | 0.01% | +500.0% |
| Q3 2020 | $30,000 | -79.6% | 2,900 | -45.3% | 0.00% | -80.0% |
| Q2 2020 | $147,000 | +2840.0% | 5,299 | +278.5% | 0.01% | – |
| Q1 2020 | $5,000 | – | 1,400 | – | 0.00% | – |
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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% |