ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 502 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,160,000 | +0.2% | 14,464 | +6.5% | 0.05% | +2.0% |
| Q2 2022 | $1,158,000 | -22.0% | 13,582 | -3.3% | 0.05% | -14.0% |
| Q1 2022 | $1,484,000 | -23.2% | 14,047 | -15.7% | 0.06% | -37.4% |
| Q4 2021 | $1,933,000 | -11.9% | 16,669 | -22.5% | 0.09% | -15.0% |
| Q3 2021 | $2,194,000 | +3.7% | 21,496 | +2.6% | 0.11% | +11.5% |
| Q2 2021 | $2,115,000 | +74.9% | 20,942 | +57.2% | 0.10% | +52.4% |
| Q1 2021 | $1,209,000 | -83.1% | 13,321 | -83.5% | 0.06% | -83.5% |
| Q4 2020 | $7,145,000 | +8.9% | 80,561 | -23.8% | 0.38% | -53.5% |
| Q3 2018 | $6,564,000 | – | 105,677 | – | 0.82% | – |
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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% |