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 | $553,813 | -8.6% | 5,840 | -5.9% | 0.18% | -20.6% |
| Q2 2023 | $606,148 | +4.5% | 6,208 | -5.0% | 0.23% | +0.9% |
| Q1 2023 | $580,041 | +3.2% | 6,534 | -5.2% | 0.23% | -5.0% |
| Q4 2022 | $562,072 | +24.1% | 6,895 | +22.0% | 0.24% | +12.3% |
| Q3 2022 | $453,000 | -8.9% | 5,651 | -4.8% | 0.21% | -2.3% |
| Q2 2022 | $497,000 | -24.5% | 5,936 | -4.7% | 0.22% | -13.5% |
| Q1 2022 | $658,000 | -13.2% | 6,231 | -4.9% | 0.25% | -9.7% |
| Q4 2021 | $758,000 | +31.1% | 6,555 | +16.2% | 0.28% | +14.9% |
| Q3 2021 | $578,000 | +2.5% | 5,639 | +4.3% | 0.24% | -0.8% |
| Q2 2021 | $564,000 | +6.6% | 5,404 | -7.3% | 0.24% | +15.1% |
| Q1 2021 | $529,000 | +0.8% | 5,827 | -1.6% | 0.21% | -11.3% |
| Q4 2020 | $525,000 | +15.9% | 5,921 | +4.6% | 0.24% | -15.5% |
| Q3 2020 | $453,000 | -3.8% | 5,660 | -13.6% | 0.28% | -7.8% |
| Q2 2020 | $471,000 | +24.3% | 6,551 | -1.4% | 0.31% | +4.4% |
| Q1 2020 | $379,000 | -11.7% | 6,645 | +4.9% | 0.29% | +13.5% |
| Q4 2019 | $429,000 | +15.0% | 6,337 | +6.9% | 0.26% | +4.4% |
| Q3 2019 | $373,000 | 0.0% | 5,930 | -0.3% | 0.25% | -1.2% |
| Q2 2019 | $373,000 | +11.7% | 5,945 | +7.3% | 0.25% | +3.7% |
| Q1 2019 | $334,000 | +17.2% | 5,538 | +2.3% | 0.24% | +3.0% |
| Q4 2018 | $285,000 | – | 5,416 | – | 0.24% | – |
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% |