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 | $835,330 | +3.3% | 8,809 | +6.3% | 0.75% | +1.2% |
| Q2 2023 | $808,822 | +26.5% | 8,284 | +14.2% | 0.74% | +15.2% |
| Q1 2023 | $639,552 | +33.7% | 7,254 | +23.6% | 0.64% | +22.0% |
| Q4 2022 | $478,484 | +39.1% | 5,870 | +36.9% | 0.53% | +26.4% |
| Q3 2022 | $344,000 | +16.2% | 4,288 | +21.4% | 0.42% | +16.8% |
| Q2 2022 | $296,000 | -19.1% | 3,531 | +1.8% | 0.36% | -7.3% |
| Q1 2022 | $366,000 | +8.6% | 3,468 | +18.9% | 0.38% | +12.9% |
| Q4 2021 | $337,000 | – | 2,916 | – | 0.34% | – |
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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% |