ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 545 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 7.60 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,926,615 | -2.6% | 146,859 | +0.3% | 0.53% | +0.4% |
| Q2 2023 | $14,301,741 | +14.9% | 146,474 | +4.5% | 0.53% | +8.9% |
| Q1 2023 | $12,442,985 | +145721.9% | 140,171 | +33.9% | 0.48% | +1.0% |
| Q4 2022 | $8,533 | -99.9% | 104,676 | +1.7% | 0.48% | -4.2% |
| Q3 2022 | $8,251,000 | -27.7% | 102,909 | -24.5% | 0.50% | +6.6% |
| Q2 2022 | $11,406,000 | -28.0% | 136,270 | -9.0% | 0.47% | +10.8% |
| Q1 2022 | $15,841,000 | -7.4% | 149,711 | +1.3% | 0.42% | +11.9% |
| Q4 2021 | $17,101,000 | +11.5% | 147,775 | -1.3% | 0.38% | -6.7% |
| Q3 2021 | $15,337,000 | +16.2% | 149,759 | +15.5% | 0.41% | +13.7% |
| Q2 2021 | $13,203,000 | +16.1% | 129,681 | +0.4% | 0.36% | +17.8% |
| Q1 2021 | $11,375,000 | – | 129,115 | – | 0.30% | – |
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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% |