ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 535 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $639,534 | +3.2% | 6,744 | +6.3% | 0.19% | +5.0% |
| Q2 2023 | $619,428 | +10.0% | 6,344 | 0.0% | 0.18% | +2.3% |
| Q1 2023 | $563,157 | +8.9% | 6,344 | 0.0% | 0.18% | 0.0% |
| Q4 2022 | $517,163 | +1.6% | 6,344 | 0.0% | 0.18% | -10.7% |
| Q3 2022 | $509,000 | -4.1% | 6,344 | 0.0% | 0.20% | -4.9% |
| Q2 2022 | $531,000 | -20.7% | 6,344 | 0.0% | 0.21% | -8.4% |
| Q1 2022 | $670,000 | -8.7% | 6,344 | 0.0% | 0.22% | -7.0% |
| Q4 2021 | $734,000 | +12.9% | 6,344 | 0.0% | 0.24% | +0.4% |
| Q3 2021 | $650,000 | – | 6,344 | – | 0.24% | – |
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% |