ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 492 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,742,249 | -4.7% | 17,838 | -4.6% | 0.68% | +1.8% |
| Q2 2023 | $1,827,844 | +10.2% | 18,703 | +1.5% | 0.67% | +2.3% |
| Q1 2023 | $1,658,336 | +493.6% | 18,428 | +453.7% | 0.66% | +346.9% |
| Q4 2022 | $279,352 | +17.9% | 3,328 | +16.7% | 0.15% | +10.5% |
| Q3 2022 | $237,000 | -48.8% | 2,852 | -40.9% | 0.13% | -45.7% |
| Q2 2022 | $463,000 | +8.4% | 4,826 | +5.9% | 0.24% | +2.9% |
| Q1 2022 | $427,000 | – | 4,555 | – | 0.24% | – |
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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% |