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 | $4,203,747 | -2.5% | 44,166 | +0.0% | 0.02% | +220.0% |
| Q2 2023 | $4,310,239 | -15.0% | 44,144 | -22.7% | 0.01% | -95.0% |
| Q1 2023 | $5,070,190 | +5.6% | 57,115 | -2.9% | 0.10% | +65.6% |
| Q4 2022 | $4,799,092 | -15.8% | 58,848 | -17.2% | 0.06% | -15.3% |
| Q3 2022 | $5,700,000 | +96.4% | 71,098 | +75.8% | 0.07% | +100.0% |
| Q2 2022 | $2,902,000 | -14.5% | 40,452 | +26.0% | 0.04% | +2.9% |
| Q1 2022 | $3,393,000 | -28.8% | 32,114 | -22.1% | 0.04% | -23.9% |
| Q4 2021 | $4,768,000 | – | 41,232 | – | 0.05% | – |
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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% |