ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 545 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 7.60 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $278,486 | -42.2% | 3,029 | -43.4% | 0.11% | -43.6% |
| Q1 2023 | $481,806 | +2.5% | 5,354 | -8.6% | 0.19% | -16.1% |
| Q3 2022 | $470,000 | +29.8% | 5,859 | +35.7% | 0.22% | +5.2% |
| Q2 2022 | $362,000 | -20.6% | 4,319 | 0.0% | 0.21% | +5.4% |
| Q1 2022 | $456,000 | +25.6% | 4,319 | +37.6% | 0.20% | +19.5% |
| Q4 2021 | $363,000 | +22.6% | 3,139 | +8.7% | 0.17% | +14.2% |
| Q3 2021 | $296,000 | -26.9% | 2,889 | -28.0% | 0.15% | +24.4% |
| Q2 2021 | $405,000 | +88.4% | 4,015 | +69.8% | 0.12% | +13.3% |
| Q1 2021 | $215,000 | +0.5% | 2,364 | -2.2% | 0.10% | -12.5% |
| Q4 2020 | $214,000 | -1.4% | 2,418 | -11.0% | 0.12% | -22.6% |
| Q3 2020 | $217,000 | – | 2,718 | – | 0.16% | – |
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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% |