ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 492 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $535,067 | +11.3% | 5,480 | +1.2% | 0.11% | -4.3% |
| Q1 2023 | $480,690 | +8.9% | 5,415 | 0.0% | 0.12% | +6.4% |
| Q4 2022 | $441,431 | +0.6% | 5,415 | 0.0% | 0.11% | -5.2% |
| Q3 2022 | $439,000 | -16.4% | 5,415 | -13.7% | 0.12% | -24.7% |
| Q2 2022 | $525,000 | -8.2% | 6,272 | +15.8% | 0.15% | -14.4% |
| Q1 2022 | $572,000 | -8.6% | 5,415 | 0.0% | 0.18% | -7.7% |
| Q4 2021 | $626,000 | +11.2% | 5,415 | -1.4% | 0.20% | +1.0% |
| Q3 2021 | $563,000 | +3.7% | 5,494 | +2.1% | 0.19% | +2.1% |
| Q2 2021 | $543,000 | +11.7% | 5,379 | +0.6% | 0.19% | +0.5% |
| Q1 2021 | $486,000 | +2.3% | 5,348 | -0.2% | 0.19% | -10.9% |
| Q4 2020 | $475,000 | +10.0% | 5,360 | -0.7% | 0.21% | -2.3% |
| Q3 2020 | $432,000 | +13.4% | 5,396 | +1.8% | 0.22% | +5.4% |
| Q2 2020 | $381,000 | +25.7% | 5,300 | 0.0% | 0.20% | +2.5% |
| Q1 2020 | $303,000 | -15.4% | 5,300 | 0.0% | 0.20% | -1.5% |
| Q4 2019 | $358,000 | -78.2% | 5,300 | -79.7% | 0.20% | -79.5% |
| Q3 2019 | $1,641,000 | +0.3% | 26,101 | 0.0% | 0.99% | -0.6% |
| Q2 2019 | $1,636,000 | +3.9% | 26,101 | 0.0% | 0.99% | -1.0% |
| Q1 2019 | $1,574,000 | +32.6% | 26,101 | +15.9% | 1.00% | +17.6% |
| Q4 2018 | $1,187,000 | -14.6% | 22,528 | -3.7% | 0.85% | -8.0% |
| Q3 2018 | $1,390,000 | +3.9% | 23,392 | 0.0% | 0.93% | -5.7% |
| Q2 2018 | $1,338,000 | +5.4% | 23,392 | +0.6% | 0.98% | +2.0% |
| Q1 2018 | $1,270,000 | +345.6% | 23,247 | +338.6% | 0.96% | +277.0% |
| Q4 2017 | $285,000 | – | 5,300 | – | 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% |