ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 502 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,604,306 | -0.7% | 270,003 | +2.2% | 8.07% | +0.9% |
| Q2 2023 | $25,783,781 | +131.5% | 264,071 | +110.5% | 8.00% | +6.6% |
| Q1 2023 | $11,136,769 | +20.8% | 125,456 | +9.1% | 7.50% | +7.0% |
| Q3 2022 | $9,219,000 | -3.9% | 114,983 | +0.3% | 7.02% | -0.7% |
| Q2 2022 | $9,591,000 | -60.3% | 114,588 | -49.9% | 7.06% | -5.2% |
| Q1 2022 | $24,156,000 | +91.2% | 228,623 | +109.3% | 7.45% | -7.3% |
| Q4 2021 | $12,632,000 | -39.9% | 109,237 | -46.7% | 8.04% | +12.9% |
| Q3 2021 | $21,010,000 | +121.7% | 205,091 | +118.5% | 7.12% | +7.7% |
| Q2 2021 | $9,477,000 | +13.0% | 93,854 | +1.6% | 6.61% | +6.7% |
| Q1 2021 | $8,386,000 | +4.6% | 92,369 | +2.2% | 6.20% | +3.2% |
| Q4 2020 | $8,018,000 | +9.3% | 90,405 | -1.5% | 6.00% | +2.5% |
| Q3 2020 | $7,339,000 | +7.4% | 91,804 | -50.7% | 5.85% | +4.0% |
| Q2 2020 | $6,832,000 | +33.0% | 186,032 | +106.8% | 5.63% | +12.6% |
| Q1 2020 | $5,135,000 | -9.0% | 89,943 | +7.8% | 5.00% | +12.6% |
| Q4 2019 | $5,642,000 | – | 83,449 | – | 4.44% | – |
Download | ||||||
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% |