ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 545 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 7.60 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,538 | -2.9% | 122 | +0.8% | 0.00% | 0.0% |
Q2 2023 | $11,880 | +10.2% | 121 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $10,776 | -45.4% | 121 | -50.0% | 0.00% | -33.3% |
Q4 2022 | $19,723 | +3.8% | 242 | +0.4% | 0.00% | -25.0% |
Q3 2022 | $19,000 | +90.0% | 241 | +100.8% | 0.00% | +100.0% |
Q2 2022 | $10,000 | -23.1% | 120 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $13,000 | -7.1% | 120 | 0.0% | 0.00% | -33.3% |
Q4 2021 | $14,000 | +16.7% | 120 | +0.8% | 0.00% | 0.0% |
Q3 2021 | $12,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $12,000 | +9.1% | 119 | 0.0% | 0.00% | +50.0% |
Q1 2021 | $11,000 | 0.0% | 119 | 0.0% | 0.00% | -33.3% |
Q4 2020 | $11,000 | +22.2% | 119 | +0.8% | 0.00% | 0.0% |
Q3 2020 | $9,000 | +12.5% | 118 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $8,000 | +14.3% | 118 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $7,000 | 0.0% | 118 | +0.9% | 0.00% | -25.0% |
Q4 2019 | $7,000 | – | 117 | – | 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% |