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 | $5,965,255 | +1.9% | 62,904 | +4.9% | 0.13% | -3.8% |
| Q2 2023 | $5,853,275 | +40.7% | 59,947 | +27.9% | 0.13% | +19.8% |
| Q1 2023 | $4,160,185 | +14.7% | 46,864 | +5.4% | 0.11% | +20.7% |
| Q4 2022 | $3,625,505 | -6.2% | 44,473 | -7.8% | 0.09% | -14.8% |
| Q3 2022 | $3,867,000 | -3.1% | 48,227 | +1.2% | 0.11% | +6.9% |
| Q2 2022 | $3,990,000 | -21.3% | 47,672 | -0.7% | 0.10% | -10.6% |
| Q1 2022 | $5,071,000 | -12.5% | 47,992 | -4.3% | 0.11% | -11.7% |
| Q4 2021 | $5,797,000 | +11.4% | 50,126 | -1.4% | 0.13% | -3.0% |
| Q3 2021 | $5,204,000 | +3.2% | 50,815 | +1.7% | 0.13% | +4.8% |
| Q2 2021 | $5,044,000 | +17.1% | 49,947 | +5.2% | 0.13% | +5.9% |
| Q1 2021 | $4,309,000 | -2.9% | 47,462 | -5.1% | 0.12% | -9.8% |
| Q4 2020 | $4,438,000 | +12.6% | 50,039 | +1.6% | 0.13% | +2.3% |
| Q3 2020 | $3,940,000 | +16.5% | 49,260 | +4.7% | 0.13% | +6.6% |
| Q2 2020 | $3,383,000 | +20.3% | 47,065 | -4.4% | 0.12% | -6.2% |
| Q1 2020 | $2,812,000 | -2.0% | 49,252 | +16.2% | 0.13% | +14.2% |
| Q4 2019 | $2,868,000 | +14.1% | 42,394 | +6.1% | 0.11% | +3.7% |
| Q3 2019 | $2,513,000 | +17.2% | 39,972 | +16.8% | 0.11% | +17.2% |
| Q2 2019 | $2,145,000 | +41.0% | 34,223 | +35.7% | 0.09% | +36.8% |
| Q1 2019 | $1,521,000 | +63.0% | 25,212 | +42.4% | 0.07% | +41.7% |
| Q4 2018 | $933,000 | -17.4% | 17,699 | -2.7% | 0.05% | -5.9% |
| Q3 2018 | $1,130,000 | +42.1% | 18,193 | +30.9% | 0.05% | +45.7% |
| Q2 2018 | $795,000 | +37.8% | 13,898 | +31.5% | 0.04% | +45.8% |
| Q1 2018 | $577,000 | +35.1% | 10,567 | +33.1% | 0.02% | +26.3% |
| Q4 2017 | $427,000 | +22.3% | 7,942 | +14.8% | 0.02% | +18.8% |
| Q3 2017 | $349,000 | – | 6,919 | – | 0.02% | – |
Download | ||||||
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% |