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 | $20,664,121 | -3.1% | 217,907 | -0.2% | 1.34% | +9.5% |
| Q2 2023 | $21,317,155 | +9.2% | 218,324 | -0.7% | 1.22% | +1.7% |
| Q1 2023 | $19,515,996 | +9.9% | 219,849 | +0.9% | 1.20% | -3.0% |
| Q4 2022 | $17,761,659 | +72.5% | 217,881 | +69.7% | 1.24% | +46.4% |
| Q3 2022 | $10,296,000 | +27.1% | 128,406 | +32.7% | 0.85% | +21.0% |
| Q2 2022 | $8,101,000 | -17.7% | 96,789 | +3.9% | 0.70% | +3.9% |
| Q1 2022 | $9,842,000 | +22.1% | 93,150 | +33.6% | 0.67% | +17.8% |
| Q4 2021 | $8,060,000 | +47.7% | 69,700 | +30.8% | 0.57% | +31.8% |
| Q3 2021 | $5,457,000 | -0.7% | 53,289 | -2.1% | 0.43% | -1.1% |
| Q2 2021 | $5,497,000 | +11.2% | 54,434 | 0.0% | 0.44% | +6.0% |
| Q1 2021 | $4,942,000 | +1.3% | 54,434 | -1.1% | 0.41% | +0.7% |
| Q4 2020 | $4,880,000 | -8.1% | 55,019 | -17.1% | 0.41% | -22.5% |
| Q3 2020 | $5,308,000 | -4.4% | 66,367 | -14.1% | 0.53% | -8.8% |
| Q2 2020 | $5,551,000 | +29.5% | 77,230 | +2.9% | 0.58% | +13.7% |
| Q1 2020 | $4,286,000 | -18.7% | 75,066 | -3.8% | 0.51% | -0.4% |
| Q4 2019 | $5,275,000 | +7.6% | 77,991 | 0.0% | 0.51% | +3.4% |
| Q3 2019 | $4,903,000 | +1.0% | 77,991 | +0.7% | 0.50% | +6.4% |
| Q2 2019 | $4,855,000 | +0.7% | 77,451 | -3.1% | 0.47% | -1.9% |
| Q1 2019 | $4,821,000 | +11.5% | 79,917 | -2.6% | 0.48% | +1.3% |
| Q4 2018 | $4,322,000 | – | 82,017 | – | 0.47% | – |
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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% |