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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $15,125,462 | +48.5% | 185,535 | +45.9% | 3.18% | +49.6% |
| Q3 2022 | $10,188,000 | +31.1% | 127,166 | +36.9% | 2.12% | +56.7% |
| Q2 2022 | $7,774,000 | +11.1% | 92,877 | +40.2% | 1.36% | +32.0% |
| Q1 2022 | $6,998,000 | +108.7% | 66,228 | +128.9% | 1.03% | +162.0% |
| Q4 2021 | $3,353,000 | +30.5% | 28,932 | +15.7% | 0.39% | +16.7% |
| Q3 2021 | $2,570,000 | +201.6% | 25,011 | +196.3% | 0.34% | +223.1% |
| Q2 2021 | $852,000 | -2.5% | 8,441 | -12.6% | 0.10% | -16.8% |
| Q1 2021 | $874,000 | -95.9% | 9,656 | -96.0% | 0.12% | -95.9% |
| Q4 2020 | $21,293,000 | -44.0% | 239,917 | -49.6% | 3.02% | +214.8% |
| Q3 2020 | $38,045,000 | +3.0% | 475,687 | -7.4% | 0.96% | -85.9% |
| Q2 2020 | $36,934,000 | +25.5% | 513,700 | -0.3% | 6.82% | +6.5% |
| Q1 2020 | $29,431,000 | -7.6% | 515,470 | +9.5% | 6.40% | +6.1% |
| Q4 2019 | $31,855,000 | +18.1% | 470,886 | +9.8% | 6.03% | -2.3% |
| Q3 2019 | $26,963,000 | -8.5% | 428,733 | -8.8% | 6.17% | +11.7% |
| Q2 2019 | $29,469,000 | -6.0% | 470,025 | -9.6% | 5.52% | -18.6% |
| Q1 2019 | $31,341,000 | +55.6% | 519,724 | +36.0% | 6.79% | +13.1% |
| Q4 2018 | $20,139,000 | +1260.7% | 382,218 | +1506.4% | 6.00% | +197.7% |
| Q3 2018 | $1,480,000 | -81.8% | 23,794 | -83.2% | 2.02% | -65.2% |
| Q2 2018 | $8,111,000 | +84.3% | 141,368 | +75.4% | 5.79% | +72.8% |
| Q1 2018 | $4,401,000 | – | 80,578 | – | 3.35% | – |
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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% |