ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 539 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $21,032 | +0.2% | 258 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $21,000 | -4.5% | 258 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $22,000 | -24.1% | 258 | -6.5% | 0.00% | 0.0% |
| Q1 2022 | $29,000 | -9.4% | 276 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $32,000 | +23.1% | 276 | +7.0% | 0.00% | 0.0% |
| Q3 2021 | $26,000 | -7.1% | 258 | -7.5% | 0.00% | 0.0% |
| Q2 2021 | $28,000 | +2700.0% | 279 | +2225.0% | 0.00% | – |
| Q1 2021 | $1,000 | -98.9% | 12 | -99.2% | 0.00% | -100.0% |
| Q1 2019 | $88,000 | +15.8% | 1,451 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $76,000 | -3.8% | 1,451 | +13.6% | 0.03% | 0.0% |
| Q3 2018 | $79,000 | +8.2% | 1,277 | 0.0% | 0.03% | +4.0% |
| Q2 2018 | $73,000 | +2.8% | 1,277 | -2.4% | 0.02% | -7.4% |
| Q1 2018 | $71,000 | -5.3% | 1,308 | -6.2% | 0.03% | -20.6% |
| Q4 2017 | $75,000 | +7.1% | 1,394 | 0.0% | 0.03% | -2.9% |
| Q3 2017 | $70,000 | +4.5% | 1,394 | 0.0% | 0.04% | +20.7% |
| Q2 2017 | $67,000 | – | 1,394 | – | 0.03% | – |
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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% |