ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 516 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $317,662 | -3.0% | 3,350 | 0.0% | 0.08% | -2.3% |
| Q2 2023 | $327,477 | +10.4% | 3,350 | +0.2% | 0.09% | +6.1% |
| Q1 2023 | $296,681 | +8.9% | 3,342 | 0.0% | 0.08% | 0.0% |
| Q4 2022 | $272,451 | +1.7% | 3,342 | 0.0% | 0.08% | -8.9% |
| Q3 2022 | $268,000 | -4.3% | 3,342 | 0.0% | 0.09% | -2.2% |
| Q2 2022 | $280,000 | -20.7% | 3,342 | 0.0% | 0.09% | -11.5% |
| Q1 2022 | $353,000 | -10.6% | 3,342 | -2.1% | 0.10% | -8.8% |
| Q4 2021 | $395,000 | +13.2% | 3,413 | 0.0% | 0.11% | -0.9% |
| Q3 2021 | $349,000 | +1.2% | 3,413 | 0.0% | 0.12% | -5.7% |
| Q2 2021 | $345,000 | +11.3% | 3,413 | 0.0% | 0.12% | -3.2% |
| Q1 2021 | $310,000 | -17.3% | 3,413 | -42.7% | 0.13% | -45.2% |
| Q3 2019 | $375,000 | +0.8% | 5,960 | +0.4% | 0.23% | -2.1% |
| Q2 2019 | $372,000 | +3.3% | 5,937 | +1.6% | 0.24% | -2.5% |
| Q1 2019 | $360,000 | +17.3% | 5,843 | +0.3% | 0.24% | -0.8% |
| Q4 2018 | $307,000 | -14.5% | 5,824 | +0.7% | 0.24% | -7.3% |
| Q3 2018 | $359,000 | – | 5,785 | – | 0.26% | – |
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% |