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 | $9,303,766 | -2.6% | 98,255 | -0.4% | 5.56% | -0.1% |
| Q2 2023 | $9,547,288 | +9.0% | 98,629 | +0.2% | 5.56% | +6.5% |
| Q1 2023 | $8,757,846 | +6.7% | 98,447 | +0.2% | 5.22% | +8.7% |
| Q4 2022 | $8,205,025 | +4.6% | 98,252 | +1.7% | 4.80% | -14.8% |
| Q3 2022 | $7,847,000 | -7.1% | 96,633 | +0.4% | 5.64% | -2.7% |
| Q2 2022 | $8,446,000 | -15.6% | 96,269 | +1.6% | 5.80% | -19.7% |
| Q1 2022 | $10,007,000 | -19.6% | 94,708 | -12.0% | 7.22% | -17.1% |
| Q4 2021 | $12,450,000 | +12.3% | 107,662 | -0.5% | 8.71% | +6.0% |
| Q3 2021 | $11,082,000 | -14.8% | 108,214 | -16.0% | 8.22% | -11.9% |
| Q2 2021 | $13,004,000 | +12.0% | 128,778 | +0.7% | 9.33% | +1.6% |
| Q1 2021 | $11,609,000 | +2.2% | 127,863 | -0.2% | 9.18% | -10.3% |
| Q4 2020 | $11,363,000 | – | 128,124 | – | 10.24% | – |
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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% |