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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $505,539 | -2.9% | 5,331 | 0.0% | 0.04% | -4.7% |
| Q2 2023 | $520,519 | +10.0% | 5,331 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $473,233 | +8.9% | 5,331 | 0.0% | 0.04% | -6.5% |
| Q4 2022 | $434,583 | -9.7% | 5,331 | -11.0% | 0.05% | -24.6% |
| Q3 2022 | $481,000 | +7.8% | 5,993 | +12.4% | 0.06% | -12.9% |
| Q2 2022 | $446,000 | -37.2% | 5,331 | -20.6% | 0.07% | -16.7% |
| Q1 2022 | $710,000 | -8.6% | 6,718 | 0.0% | 0.08% | +21.7% |
| Q4 2021 | $777,000 | -46.0% | 6,718 | -66.4% | 0.07% | -74.1% |
| Q2 2020 | $1,438,000 | +25.9% | 20,000 | 0.0% | 0.27% | -14.5% |
| Q1 2020 | $1,142,000 | -15.6% | 20,000 | 0.0% | 0.31% | -25.8% |
| Q4 2019 | $1,353,000 | -91.8% | 20,000 | -93.0% | 0.42% | -91.4% |
| Q2 2018 | $16,459,000 | +5.8% | 287,737 | +1.0% | 4.89% | +4.1% |
| Q1 2018 | $15,560,000 | +0.3% | 284,875 | -1.2% | 4.70% | +11.3% |
| Q4 2017 | $15,509,000 | +7.6% | 288,431 | +1.0% | 4.22% | -3.8% |
| Q3 2017 | $14,411,000 | +6.0% | 285,483 | +1.2% | 4.39% | +2.5% |
| Q2 2017 | $13,596,000 | – | 282,080 | – | 4.28% | – |
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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% |