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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,495,731 | -2.6% | 47,488 | +0.4% | 0.23% | +0.4% |
| Q2 2023 | $4,616,944 | +18.6% | 47,285 | +7.5% | 0.22% | +8.7% |
| Q1 2023 | $3,894,024 | +14.8% | 43,970 | +5.7% | 0.21% | -11.2% |
| Q4 2022 | $3,390,820 | -3.3% | 41,595 | -0.3% | 0.23% | -12.4% |
| Q3 2022 | $3,508,000 | -9.6% | 41,713 | -10.0% | 0.27% | -14.7% |
| Q2 2022 | $3,880,000 | -3.4% | 46,360 | -1.2% | 0.31% | -1.3% |
| Q1 2022 | $4,015,000 | -22.3% | 46,935 | -7.0% | 0.32% | -38.2% |
| Q3 2021 | $5,167,000 | -1.4% | 50,459 | -2.7% | 0.51% | -4.8% |
| Q2 2021 | $5,238,000 | +6.6% | 51,872 | -4.2% | 0.54% | -6.6% |
| Q1 2021 | $4,916,000 | +1.6% | 54,149 | -0.8% | 0.58% | -5.1% |
| Q4 2020 | $4,840,000 | -1.4% | 54,569 | -11.1% | 0.61% | -15.7% |
| Q3 2020 | $4,911,000 | -16.7% | 61,399 | -25.2% | 0.72% | -23.6% |
| Q2 2020 | $5,897,000 | +10.6% | 82,036 | -12.2% | 0.94% | -6.7% |
| Q1 2020 | $5,333,000 | -17.9% | 93,422 | -2.7% | 1.01% | +1.4% |
| Q4 2019 | $6,494,000 | +10.1% | 96,006 | +2.3% | 1.00% | +2.6% |
| Q3 2019 | $5,899,000 | +5.0% | 93,823 | +4.7% | 0.97% | -9.9% |
| Q2 2019 | $5,618,000 | +80.8% | 89,622 | +74.0% | 1.08% | +43.1% |
| Q1 2019 | $3,108,000 | +12.1% | 51,518 | -2.1% | 0.75% | +6.1% |
| Q4 2018 | $2,773,000 | -9.7% | 52,618 | +6.4% | 0.71% | +2.2% |
| Q3 2018 | $3,071,000 | +16.6% | 49,440 | +7.3% | 0.69% | +4.2% |
| Q2 2018 | $2,634,000 | +26.0% | 46,057 | +20.3% | 0.67% | +15.6% |
| Q1 2018 | $2,091,000 | +17.0% | 38,277 | +15.2% | 0.58% | +17.3% |
| Q4 2017 | $1,787,000 | +44.1% | 33,237 | +35.3% | 0.49% | -4.3% |
| Q3 2017 | $1,240,000 | +24.2% | 24,560 | +18.6% | 0.51% | +9.4% |
| Q2 2017 | $998,000 | +37.5% | 20,715 | +32.3% | 0.47% | +15.5% |
| Q1 2017 | $726,000 | – | 15,656 | – | 0.41% | – |
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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% |