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 | $3,552,870 | -9.8% | 37,466 | -7.1% | 2.28% | -5.0% |
| Q2 2023 | $3,938,807 | +3.7% | 40,340 | -5.7% | 2.40% | -2.1% |
| Q1 2023 | $3,797,677 | -3.3% | 42,781 | -11.2% | 2.45% | -6.3% |
| Q4 2022 | $3,928,330 | +0.5% | 48,189 | -1.1% | 2.62% | -4.3% |
| Q3 2022 | $3,907,000 | -4.8% | 48,727 | -0.6% | 2.73% | -1.9% |
| Q2 2022 | $4,105,000 | -20.7% | 49,043 | +0.1% | 2.79% | -3.8% |
| Q1 2022 | $5,175,000 | +3.8% | 48,973 | +1.1% | 2.90% | +10.7% |
| Q4 2021 | $4,987,000 | -9.1% | 48,440 | -0.3% | 2.62% | -2.6% |
| Q3 2021 | $5,488,000 | +8.4% | 48,568 | -0.4% | 2.68% | -0.0% |
| Q2 2021 | $5,064,000 | +10.9% | 48,756 | +2.3% | 2.69% | +0.6% |
| Q1 2021 | $4,568,000 | +6.6% | 47,650 | -1.4% | 2.67% | -1.7% |
| Q4 2020 | $4,287,000 | +12.6% | 48,336 | +5.2% | 2.72% | -0.8% |
| Q3 2020 | $3,807,000 | +25.5% | 45,925 | +10.4% | 2.74% | +6.0% |
| Q2 2020 | $3,033,000 | +26.1% | 41,608 | +4.9% | 2.58% | +7.7% |
| Q1 2020 | $2,406,000 | -10.6% | 39,651 | -0.4% | 2.40% | -1.5% |
| Q4 2019 | $2,692,000 | – | 39,793 | – | 2.43% | – |
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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% |