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 | $518,657 | -35.0% | 5,616 | -31.3% | 0.13% | -18.4% |
Q2 2023 | $798,503 | +4.1% | 8,178 | -5.4% | 0.16% | -3.1% |
Q1 2023 | $767,223 | -0.6% | 8,643 | -8.6% | 0.16% | -6.9% |
Q4 2022 | $771,506 | +39.0% | 9,460 | +36.7% | 0.18% | +25.0% |
Q3 2022 | $555,000 | -4.0% | 6,919 | +0.1% | 0.14% | -2.8% |
Q2 2022 | $578,000 | -19.9% | 6,909 | +1.1% | 0.14% | -10.0% |
Q1 2022 | $722,000 | -9.1% | 6,834 | -0.5% | 0.16% | -7.5% |
Q4 2021 | $794,000 | +15.1% | 6,868 | +1.9% | 0.17% | +7.5% |
Q3 2021 | $690,000 | +1.5% | 6,738 | +0.1% | 0.16% | +8.1% |
Q2 2021 | $680,000 | +11.3% | 6,732 | +0.1% | 0.15% | 0.0% |
Q1 2021 | $611,000 | -22.6% | 6,727 | -24.4% | 0.15% | -29.7% |
Q4 2020 | $789,000 | +11.0% | 8,899 | +0.1% | 0.21% | -11.3% |
Q3 2020 | $711,000 | +7.6% | 8,892 | -3.2% | 0.24% | -8.1% |
Q2 2020 | $661,000 | +26.4% | 9,189 | +0.1% | 0.26% | -8.1% |
Q1 2020 | $523,000 | – | 9,182 | – | 0.28% | – |
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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% |