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 | $628 | -1.4% | 6,625 | +1.6% | 0.05% | -11.1% |
| Q2 2023 | $637 | +6.2% | 6,522 | -3.5% | 0.05% | -3.6% |
| Q1 2023 | $600 | +18.1% | 6,757 | +8.4% | 0.06% | -5.1% |
| Q4 2022 | $508 | -99.9% | 6,233 | +15.8% | 0.06% | +11.3% |
| Q3 2022 | $432,000 | -4.0% | 5,382 | +0.2% | 0.05% | -1.9% |
| Q2 2022 | $450,000 | -8.5% | 5,373 | +15.5% | 0.05% | +3.8% |
| Q1 2022 | $492,000 | +8.8% | 4,652 | +19.1% | 0.05% | +6.1% |
| Q4 2021 | $452,000 | +15.0% | 3,907 | +1.7% | 0.05% | -15.5% |
| Q3 2021 | $393,000 | – | 3,841 | – | 0.06% | – |
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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% |