ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 535 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $520,500 | +9.8% | 5,000 | 0.0% | 0.27% | -3.6% |
| Q3 2023 | $474,150 | -2.9% | 5,000 | 0.0% | 0.28% | -1.4% |
| Q2 2023 | $488,200 | +5.8% | 5,000 | -3.8% | 0.28% | -7.0% |
| Q1 2023 | $461,604 | +100467.3% | 5,200 | -7.6% | 0.30% | -12.2% |
| Q4 2022 | $459 | -99.9% | 5,630 | 0.0% | 0.34% | -4.4% |
| Q3 2022 | $451,000 | -4.2% | 5,630 | 0.0% | 0.36% | -0.8% |
| Q2 2022 | $471,000 | -21.0% | 5,630 | -0.2% | 0.36% | +1.1% |
| Q1 2022 | $596,000 | -8.6% | 5,640 | 0.0% | 0.36% | -4.8% |
| Q4 2021 | $652,000 | +12.8% | 5,640 | 0.0% | 0.38% | -0.3% |
| Q3 2021 | $578,000 | -49.3% | 5,640 | -50.0% | 0.38% | -2.6% |
| Q2 2021 | $1,140,000 | +122.7% | 11,280 | +100.0% | 0.39% | -2.5% |
| Q1 2021 | $512,000 | +2.4% | 5,640 | 0.0% | 0.40% | -6.4% |
| Q4 2020 | $500,000 | – | 5,640 | – | 0.42% | – |
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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% |