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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $469,235 | +9.4% | 4,806 | -0.5% | 0.00% | +100.0% |
| Q1 2023 | $428,943 | +4.9% | 4,832 | -3.6% | 0.00% | -66.7% |
| Q4 2022 | $408,831 | +43.4% | 5,015 | +41.1% | 0.00% | 0.0% |
| Q3 2022 | $285,000 | -4.7% | 3,555 | -0.6% | 0.00% | 0.0% |
| Q2 2022 | $299,000 | -30.3% | 3,575 | -12.0% | 0.00% | -57.1% |
| Q1 2022 | $429,000 | +3.1% | 4,062 | +12.9% | 0.01% | +16.7% |
| Q4 2021 | $416,000 | +19.9% | 3,599 | -34.8% | 0.01% | -70.0% |
| Q3 2019 | $347,000 | +5.8% | 5,516 | +5.4% | 0.02% | -4.8% |
| Q2 2019 | $328,000 | +3.8% | 5,234 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $316,000 | +14.5% | 5,234 | 0.0% | 0.02% | +16.7% |
| Q4 2018 | $276,000 | -15.1% | 5,234 | 0.0% | 0.02% | -21.7% |
| Q3 2018 | $325,000 | +8.7% | 5,234 | 0.0% | 0.02% | +4.5% |
| Q2 2018 | $299,000 | +4.5% | 5,234 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $286,000 | +1.8% | 5,234 | 0.0% | 0.02% | +15.8% |
| Q4 2017 | $281,000 | – | 5,234 | – | 0.02% | – |
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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% |