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 | $2,552,026 | -5.5% | 26,850 | -1.4% | 1.08% | +0.3% |
| Q2 2023 | $2,699,691 | +5.3% | 27,221 | -5.4% | 1.07% | +12.6% |
| Q1 2023 | $2,563,322 | +9.1% | 28,780 | -0.1% | 0.95% | +5.7% |
| Q4 2022 | $2,348,990 | -9.9% | 28,808 | -11.4% | 0.90% | -15.5% |
| Q3 2022 | $2,608,000 | +4.5% | 32,523 | +9.1% | 1.07% | +12.7% |
| Q2 2022 | $2,495,000 | -1.4% | 29,811 | +24.4% | 0.95% | +9.7% |
| Q1 2022 | $2,531,000 | -11.1% | 23,956 | -2.7% | 0.86% | -9.5% |
| Q4 2021 | $2,846,000 | +781.1% | 24,612 | +681.3% | 0.96% | +792.5% |
| Q3 2021 | $323,000 | -1.8% | 3,150 | -3.3% | 0.11% | +4.9% |
| Q2 2021 | $329,000 | +4.1% | 3,257 | -6.6% | 0.10% | +4.1% |
| Q1 2021 | $316,000 | -0.9% | 3,486 | -3.1% | 0.10% | 0.0% |
| Q4 2020 | $319,000 | -17.8% | 3,596 | -25.9% | 0.10% | -17.6% |
| Q3 2020 | $388,000 | +3.5% | 4,856 | -7.0% | 0.12% | +16.7% |
| Q2 2020 | $375,000 | +21.8% | 5,222 | -3.3% | 0.10% | +14.6% |
| Q1 2020 | $308,000 | -11.5% | 5,403 | +4.9% | 0.09% | +15.6% |
| Q4 2019 | $348,000 | +3.0% | 5,150 | -4.3% | 0.08% | -9.4% |
| Q3 2019 | $338,000 | -12.9% | 5,383 | -13.1% | 0.08% | +2.4% |
| Q2 2019 | $388,000 | +1.8% | 6,194 | -1.9% | 0.08% | 0.0% |
| Q1 2019 | $381,000 | – | 6,312 | – | 0.08% | – |
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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% |