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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $386,433 | -2.9% | 4,075 | 0.0% | 0.10% | +1.0% |
| Q2 2023 | $397,883 | +10.0% | 4,075 | 0.0% | 0.10% | +5.5% |
| Q1 2023 | $361,738 | +8.9% | 4,075 | 0.0% | 0.09% | +5.8% |
| Q4 2022 | $332,194 | +1.6% | 4,075 | 0.0% | 0.09% | -6.5% |
| Q3 2022 | $327,000 | -4.1% | 4,075 | 0.0% | 0.09% | +1.1% |
| Q2 2022 | $341,000 | -20.9% | 4,075 | 0.0% | 0.09% | -9.0% |
| Q1 2022 | $431,000 | -8.5% | 4,075 | 0.0% | 0.10% | -12.3% |
| Q4 2021 | $471,000 | +12.9% | 4,075 | 0.0% | 0.11% | -1.7% |
| Q3 2021 | $417,000 | +1.5% | 4,075 | 0.0% | 0.12% | 0.0% |
| Q2 2021 | $411,000 | +11.1% | 4,075 | 0.0% | 0.12% | -5.7% |
| Q1 2021 | $370,000 | +2.5% | 4,075 | 0.0% | 0.12% | -6.8% |
| Q4 2020 | $361,000 | +4.3% | 4,075 | -5.8% | 0.13% | -11.4% |
| Q3 2020 | $346,000 | -17.6% | 4,325 | -26.0% | 0.15% | -23.2% |
| Q2 2020 | $420,000 | +8.2% | 5,845 | -14.1% | 0.19% | -9.3% |
| Q1 2020 | $388,000 | -1.8% | 6,805 | +16.6% | 0.21% | +37.2% |
| Q4 2019 | $395,000 | +6.8% | 5,835 | -0.8% | 0.16% | -1.3% |
| Q3 2019 | $370,000 | +0.3% | 5,885 | 0.0% | 0.16% | -38.5% |
| Q2 2019 | $369,000 | -0.3% | 5,885 | -4.1% | 0.26% | -4.8% |
| Q1 2019 | $370,000 | +24.6% | 6,135 | +8.9% | 0.27% | +18.4% |
| Q4 2018 | $297,000 | – | 5,635 | – | 0.23% | – |
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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% |