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 | $451,011 | -2.9% | 4,756 | 0.0% | 0.09% | +3.4% |
| Q2 2023 | $464,376 | +10.0% | 4,756 | 0.0% | 0.09% | +1.2% |
| Q1 2023 | $422,190 | +8.9% | 4,756 | 0.0% | 0.09% | +2.4% |
| Q4 2022 | $387,709 | +1.8% | 4,756 | 0.0% | 0.08% | -7.7% |
| Q3 2022 | $381,000 | -4.3% | 4,756 | 0.0% | 0.09% | -8.1% |
| Q2 2022 | $398,000 | -27.6% | 4,756 | -8.7% | 0.10% | -20.2% |
| Q1 2022 | $550,000 | -9.1% | 5,209 | -0.5% | 0.12% | -10.8% |
| Q4 2021 | $605,000 | +12.9% | 5,236 | 0.0% | 0.14% | +6.1% |
| Q3 2021 | $536,000 | +0.6% | 5,236 | -0.7% | 0.13% | -3.0% |
| Q2 2021 | $533,000 | +7.2% | 5,275 | -3.6% | 0.14% | -0.7% |
| Q1 2021 | $497,000 | +2.5% | 5,471 | 0.0% | 0.14% | -0.7% |
| Q4 2020 | $485,000 | +10.7% | 5,471 | 0.0% | 0.14% | +2.2% |
| Q3 2020 | $438,000 | +18.4% | 5,471 | 0.0% | 0.13% | +14.5% |
| Q4 2019 | $370,000 | -64.3% | 5,471 | -66.8% | 0.12% | -66.0% |
| Q3 2019 | $1,035,000 | +4.9% | 16,456 | +4.5% | 0.34% | -1.4% |
| Q2 2019 | $987,000 | +4.0% | 15,741 | 0.0% | 0.35% | +8.4% |
| Q1 2019 | $949,000 | +14.3% | 15,741 | 0.0% | 0.32% | +0.3% |
| Q4 2018 | $830,000 | +181.4% | 15,741 | +231.0% | 0.32% | +200.0% |
| Q3 2018 | $295,000 | +4.2% | 4,756 | 0.0% | 0.11% | 0.0% |
| Q2 2018 | $283,000 | +8.8% | 4,756 | 0.0% | 0.11% | +3.9% |
| Q1 2018 | $260,000 | +2.0% | 4,756 | 0.0% | 0.10% | -1.9% |
| Q4 2017 | $255,000 | – | 4,756 | – | 0.10% | – |
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% |