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 | $2,581,481 | -7.6% | 27,222 | -4.9% | 0.45% | -7.9% |
| Q2 2023 | $2,794,477 | +8.4% | 28,620 | -1.4% | 0.49% | +5.8% |
| Q1 2023 | $2,577,271 | -13.4% | 29,033 | -20.5% | 0.46% | -20.8% |
| Q4 2022 | $2,975,958 | -14.7% | 36,506 | -16.1% | 0.59% | -24.8% |
| Q3 2022 | $3,487,000 | -5.2% | 43,491 | -1.0% | 0.78% | -7.4% |
| Q2 2022 | $3,677,000 | -25.2% | 43,932 | -5.6% | 0.84% | +12.1% |
| Q1 2022 | $4,919,000 | -9.2% | 46,556 | -0.7% | 0.75% | -3.7% |
| Q4 2021 | $5,420,000 | +21.8% | 46,869 | +7.8% | 0.78% | +5.7% |
| Q3 2021 | $4,451,000 | +6.4% | 43,459 | +4.9% | 0.74% | +4.5% |
| Q2 2021 | $4,183,000 | +11.1% | 41,429 | -0.1% | 0.70% | -1.1% |
| Q1 2021 | $3,766,000 | +1.6% | 41,476 | -0.8% | 0.71% | -4.9% |
| Q4 2020 | $3,707,000 | +7.0% | 41,799 | -3.5% | 0.75% | -7.2% |
| Q3 2020 | $3,464,000 | +2.4% | 43,316 | -7.9% | 0.81% | -8.4% |
| Q2 2020 | $3,382,000 | -15.2% | 47,043 | -32.6% | 0.88% | -27.2% |
| Q1 2020 | $3,987,000 | +6.7% | 69,834 | +26.4% | 1.21% | +56.6% |
| Q4 2019 | $3,738,000 | +15.0% | 55,252 | +6.9% | 0.77% | +10.4% |
| Q3 2019 | $3,250,000 | -2.5% | 51,693 | -2.8% | 0.70% | -2.9% |
| Q2 2019 | $3,332,000 | +10.2% | 53,156 | +6.1% | 0.72% | +8.6% |
| Q1 2019 | $3,023,000 | +30.5% | 50,108 | +14.0% | 0.66% | +9.4% |
| Q4 2018 | $2,316,000 | +269.4% | 43,950 | +335.1% | 0.61% | +226.9% |
| Q3 2018 | $627,000 | – | 10,100 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Legacy Advisors, LLC | 286,911 | $23,388,965 | 16.62% |
| Madison Wealth Partners, Inc | 346,875 | $28,277,231 | 16.50% |
| HILLTOP WEALTH ADVISORS, LLC | 231,434 | $18,866,492 | 16.00% |
| Tennessee Valley Asset Management Partners | 468,792 | $38,215,878 | 13.26% |
| Legacy Financial Group LLC | 449,721 | $36,661,293 | 10.98% |
| DDFG, Inc | 306,266 | $24,966,813 | 10.33% |
| Veracity Capital LLC | 248,747 | $20,277,893 | 9.72% |
| DOLIVER ADVISORS, LP | 348,597 | $28,417,627 | 9.34% |
| ForthRight Wealth Management, LLC | 202,572 | $16,513,668 | 8.44% |
| Spectrum Wealth Advisory Group, LLC | 71,620 | $5,838,462 | 8.13% |