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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $552,349 | +10.0% | 5,657 | -0.0% | 0.30% | +7.6% |
| Q1 2023 | $502,349 | +6.9% | 5,659 | -3.9% | 0.28% | -11.8% |
| Q4 2022 | $469,762 | -6.0% | 5,886 | -5.7% | 0.31% | +1.6% |
| Q3 2022 | $500,000 | -4.4% | 6,240 | -0.0% | 0.31% | -2.5% |
| Q2 2022 | $523,000 | -20.6% | 6,243 | +0.0% | 0.32% | -7.6% |
| Q1 2022 | $659,000 | -1.2% | 6,240 | -0.3% | 0.34% | -4.5% |
| Q4 2021 | $667,000 | +4.1% | 6,260 | -0.0% | 0.36% | +0.6% |
| Q3 2021 | $641,000 | -1.5% | 6,262 | -2.9% | 0.36% | -4.0% |
| Q2 2021 | $651,000 | +12.6% | 6,447 | +2.8% | 0.37% | +6.0% |
| Q1 2021 | $578,000 | +5.5% | 6,272 | +2.2% | 0.35% | -7.4% |
| Q4 2020 | $548,000 | +5.8% | 6,134 | -4.1% | 0.38% | -8.7% |
| Q3 2020 | $518,000 | +5.7% | 6,398 | -2.0% | 0.42% | -5.5% |
| Q2 2020 | $490,000 | +20.4% | 6,528 | +1.3% | 0.44% | +5.0% |
| Q1 2020 | $407,000 | -12.5% | 6,442 | +0.1% | 0.42% | +8.6% |
| Q4 2019 | $465,000 | – | 6,438 | – | 0.38% | – |
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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% |