ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 535 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $567,275 | -2.9% | 5,982 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $584,085 | +10.2% | 5,982 | +0.2% | 0.01% | 0.0% |
| Q1 2023 | $529,791 | +4.3% | 5,968 | -4.2% | 0.01% | -14.3% |
| Q4 2022 | $507,886 | +6.7% | 6,230 | +5.0% | 0.01% | +7.7% |
| Q3 2022 | $476,000 | -3.8% | 5,932 | +0.3% | 0.01% | -13.3% |
| Q2 2022 | $495,000 | -20.7% | 5,914 | +0.2% | 0.02% | 0.0% |
| Q1 2022 | $624,000 | -10.9% | 5,902 | -2.5% | 0.02% | -6.2% |
| Q4 2021 | $700,000 | +38.1% | 6,055 | +22.2% | 0.02% | +23.1% |
| Q3 2021 | $507,000 | +0.4% | 4,955 | -0.9% | 0.01% | -13.3% |
| Q2 2021 | $505,000 | +16.4% | 5,001 | +4.7% | 0.02% | -16.7% |
| Q1 2021 | $434,000 | +14.2% | 4,775 | +0.4% | 0.02% | -10.0% |
| Q3 2020 | $380,000 | +11.4% | 4,754 | +0.3% | 0.02% | -9.1% |
| Q2 2020 | $341,000 | +26.3% | 4,740 | +0.3% | 0.02% | 0.0% |
| Q1 2020 | $270,000 | -15.4% | 4,728 | +0.3% | 0.02% | -21.4% |
| Q4 2019 | $319,000 | – | 4,713 | – | 0.03% | – |
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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% |