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 | $256,140 | -12.4% | 2,691 | -10.1% | 0.03% | +3.2% |
| Q2 2023 | $292,347 | +10.0% | 2,994 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $265,786 | -91.7% | 2,994 | -92.4% | 0.03% | -90.7% |
| Q4 2022 | $3,205,764 | +421.3% | 39,310 | +412.1% | 0.33% | +369.0% |
| Q3 2022 | $615,000 | -37.9% | 7,676 | -35.1% | 0.07% | -31.7% |
| Q2 2022 | $990,000 | +220.4% | 11,832 | +304.4% | 0.10% | +246.7% |
| Q1 2022 | $309,000 | -95.5% | 2,926 | -95.1% | 0.03% | -95.3% |
| Q4 2021 | $6,846,000 | +25.5% | 59,197 | -42.8% | 0.64% | -44.8% |
| Q4 2018 | $5,457,000 | – | 103,546 | – | 1.16% | – |
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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% |