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 | $4,856,913 | +1460.2% | 51,217 | +8566.2% | 2.38% | +471.9% |
| Q2 2023 | $311,298 | +477.7% | 591 | -10.6% | 0.42% | +1980.0% |
| Q4 2022 | $53,885 | -25.2% | 661 | -26.6% | 0.02% | -25.9% |
| Q3 2022 | $72,000 | -40.0% | 901 | -36.5% | 0.03% | -88.5% |
| Q2 2022 | $120,000 | -98.4% | 1,420 | -98.1% | 0.24% | -88.4% |
| Q1 2022 | $7,707,000 | -66.8% | 72,943 | -63.7% | 2.02% | -61.9% |
| Q4 2021 | $23,209,000 | – | 200,697 | – | 5.32% | – |
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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% |