ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 492 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $128,119,408 | -11.5% | 1,351,043 | -8.9% | 0.04% | -10.2% |
| Q2 2023 | $144,724,742 | +11.6% | 1,482,228 | +1.4% | 0.05% | +4.3% |
| Q1 2023 | $129,725,194 | +2.1% | 1,461,363 | -6.3% | 0.05% | 0.0% |
| Q4 2022 | $127,090,576 | +9.5% | 1,559,011 | +7.7% | 0.05% | -7.8% |
| Q3 2022 | $116,085,000 | +1.2% | 1,447,803 | +5.7% | 0.05% | +8.5% |
| Q2 2022 | $114,677,000 | -21.4% | 1,370,094 | -0.7% | 0.05% | -4.1% |
| Q1 2022 | $145,831,000 | -0.3% | 1,380,190 | +9.1% | 0.05% | +16.7% |
| Q4 2021 | $146,290,000 | +13.5% | 1,265,052 | +0.5% | 0.04% | +2.4% |
| Q3 2021 | $128,861,000 | -0.5% | 1,258,280 | -1.9% | 0.04% | -2.4% |
| Q2 2021 | $129,523,000 | +13.5% | 1,282,657 | +2.1% | 0.04% | +10.5% |
| Q1 2021 | $114,085,000 | -7.2% | 1,256,584 | -9.4% | 0.04% | -9.5% |
| Q4 2020 | $122,999,000 | -53.7% | 1,386,838 | -58.3% | 0.04% | -58.0% |
| Q3 2020 | $265,714,000 | +13.2% | 3,322,255 | +1.7% | 0.10% | +1.0% |
| Q2 2020 | $234,739,000 | -1.4% | 3,265,705 | -21.6% | 0.10% | -11.6% |
| Q1 2020 | $237,953,000 | -23.9% | 4,168,029 | -9.8% | 0.11% | +2.8% |
| Q4 2019 | $312,654,000 | +10.5% | 4,622,330 | +2.7% | 0.11% | 0.0% |
| Q3 2019 | $282,977,000 | -2.5% | 4,500,990 | -2.8% | 0.11% | -2.7% |
| Q2 2019 | $290,335,000 | +1.1% | 4,632,024 | -2.8% | 0.11% | -5.9% |
| Q1 2019 | $287,307,000 | +28.2% | 4,763,050 | +12.0% | 0.12% | +16.7% |
| Q4 2018 | $224,027,000 | -11.2% | 4,250,996 | +4.7% | 0.10% | +2.0% |
| Q3 2018 | $252,322,000 | +15.8% | 4,061,851 | +6.7% | 0.10% | +6.4% |
| Q2 2018 | $217,841,000 | +7.7% | 3,808,413 | +2.8% | 0.09% | +8.0% |
| Q1 2018 | $202,347,000 | +2.3% | 3,704,625 | +0.7% | 0.09% | +7.4% |
| Q4 2017 | $197,765,000 | +9.3% | 3,677,989 | +2.6% | 0.08% | -3.6% |
| Q3 2017 | $180,973,000 | +6.9% | 3,585,046 | +2.1% | 0.08% | -4.5% |
| Q2 2017 | $169,253,000 | +662.7% | 3,511,465 | +633.9% | 0.09% | +633.3% |
| Q1 2017 | $22,190,000 | +55.4% | 478,438 | +43.8% | 0.01% | +50.0% |
| Q4 2016 | $14,279,000 | +50.6% | 332,695 | +49.3% | 0.01% | +33.3% |
| Q3 2016 | $9,484,000 | +9.3% | 222,885 | +109.7% | 0.01% | +20.0% |
| Q2 2016 | $8,681,000 | +8.2% | 106,286 | +7.4% | 0.01% | 0.0% |
| Q1 2016 | $8,025,000 | +27.4% | 98,942 | +27.5% | 0.01% | +25.0% |
| Q4 2015 | $6,300,000 | +122.1% | 77,611 | +107.8% | 0.00% | +100.0% |
| Q3 2015 | $2,836,000 | -14.4% | 37,342 | -8.4% | 0.00% | 0.0% |
| Q2 2015 | $3,314,000 | +109.0% | 40,747 | +108.8% | 0.00% | +100.0% |
| Q1 2015 | $1,586,000 | +59.9% | 19,512 | +54.0% | 0.00% | 0.0% |
| Q4 2014 | $992,000 | – | 12,669 | – | 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% |