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 | $31,038,780 | -12.4% | 327,310 | -9.8% | 15.70% | -5.2% |
| Q2 2023 | $35,450,160 | +8.2% | 363,070 | -1.6% | 16.57% | +0.3% |
| Q1 2023 | $32,758,455 | +15.8% | 369,026 | +6.4% | 16.52% | +0.1% |
| Q4 2022 | $28,277,231 | +2.9% | 346,875 | +1.2% | 16.50% | -8.2% |
| Q3 2022 | $27,480,000 | +0.4% | 342,727 | +4.8% | 17.98% | +3.4% |
| Q2 2022 | $27,361,000 | -13.3% | 326,892 | +9.4% | 17.38% | -1.6% |
| Q1 2022 | $31,575,000 | -4.1% | 298,835 | +4.9% | 17.66% | +6.6% |
| Q4 2021 | $32,935,000 | +18.7% | 284,803 | +5.1% | 16.56% | +5.8% |
| Q3 2021 | $27,748,000 | +4.6% | 270,952 | +3.2% | 15.65% | +3.1% |
| Q2 2021 | $26,516,000 | +18.6% | 262,585 | +4.1% | 15.18% | -3.5% |
| Q1 2021 | $22,365,000 | -0.5% | 252,172 | -0.5% | 15.73% | +4.3% |
| Q4 2020 | $22,482,000 | – | 253,494 | – | 15.08% | – |
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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% |