ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 516 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,864 | -81.8% | 136 | -81.2% | 0.01% | -82.9% |
| Q2 2023 | $70,758 | -30.2% | 725 | -36.5% | 0.04% | -35.2% |
| Q1 2023 | $101,321 | +9.3% | 1,141 | +0.3% | 0.05% | 0.0% |
| Q4 2022 | $92,738 | +15.9% | 1,138 | +13.8% | 0.05% | +14.9% |
| Q3 2022 | $80,000 | -3.6% | 1,000 | +0.3% | 0.05% | -9.6% |
| Q2 2022 | $83,000 | -21.0% | 997 | +0.2% | 0.05% | 0.0% |
| Q1 2022 | $105,000 | +118.8% | 995 | +140.9% | 0.05% | +126.1% |
| Q4 2021 | $48,000 | +14.3% | 413 | +0.5% | 0.02% | -11.5% |
| Q3 2021 | $42,000 | 0.0% | 411 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $42,000 | +13.5% | 411 | +0.2% | 0.03% | -3.7% |
| Q1 2021 | $37,000 | – | 410 | – | 0.03% | – |
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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% |