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 | $11,561,590 | -2.6% | 121,919 | +0.3% | 5.98% | -0.3% |
| Q2 2023 | $11,873,837 | +12.8% | 121,608 | +2.5% | 6.00% | +9.7% |
| Q1 2023 | $10,530,170 | +19.2% | 118,623 | +9.5% | 5.47% | +3.8% |
| Q4 2022 | $8,831,573 | +32.9% | 108,336 | +30.7% | 5.27% | +13.2% |
| Q3 2022 | $6,644,000 | -23.9% | 82,866 | -20.5% | 4.66% | -24.8% |
| Q2 2022 | $8,726,000 | +1.0% | 104,253 | +27.5% | 6.19% | +3.9% |
| Q1 2022 | $8,639,000 | +8.9% | 81,762 | +19.2% | 5.96% | -6.3% |
| Q4 2021 | $7,931,000 | – | 68,584 | – | 6.36% | – |
Download | ||||||
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% |