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 | $1,445,826 | +5.9% | 15,247 | +9.0% | 0.24% | +8.6% |
| Q2 2023 | $1,365,298 | -79.1% | 13,983 | -81.0% | 0.22% | -80.9% |
| Q1 2023 | $6,526,686 | -52.8% | 73,524 | -56.7% | 1.16% | -56.5% |
| Q4 2022 | $13,835,675 | +51.1% | 169,721 | +48.6% | 2.66% | +37.8% |
| Q3 2022 | $9,158,000 | +44.4% | 114,218 | +50.7% | 1.93% | +43.2% |
| Q2 2022 | $6,342,000 | +13.1% | 75,767 | +42.8% | 1.35% | +27.8% |
| Q1 2022 | $5,607,000 | +31.7% | 53,071 | +44.2% | 1.06% | +28.3% |
| Q4 2021 | $4,257,000 | +148.1% | 36,814 | +119.8% | 0.82% | +133.5% |
| Q3 2021 | $1,716,000 | +217.8% | 16,752 | +213.5% | 0.35% | +190.9% |
| Q2 2021 | $540,000 | – | 5,344 | – | 0.12% | – |
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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% |