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 | $33,313 | -2.5% | 350 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $34,174 | -3.8% | 350 | -12.5% | 0.02% | 0.0% |
| Q1 2023 | $35,508 | +8.9% | 400 | 0.0% | 0.02% | +19.0% |
| Q4 2022 | $32,620 | +1.9% | 400 | 0.0% | 0.02% | -4.5% |
| Q3 2022 | $32,000 | -3.0% | 400 | 0.0% | 0.02% | +15.8% |
| Q2 2022 | $33,000 | -10.8% | 400 | +14.3% | 0.02% | +5.6% |
| Q1 2022 | $37,000 | -7.5% | 350 | 0.0% | 0.02% | -5.3% |
| Q4 2021 | $40,000 | +11.1% | 350 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $36,000 | +2.9% | 350 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $35,000 | +9.4% | 350 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $32,000 | -22.0% | 350 | -24.4% | 0.02% | -34.5% |
| Q4 2020 | $41,000 | +10.8% | 463 | 0.0% | 0.03% | -23.7% |
| Q3 2020 | $37,000 | +12.1% | 463 | 0.0% | 0.04% | +5.6% |
| Q2 2020 | $33,000 | +26.9% | 463 | 0.0% | 0.04% | -2.7% |
| Q1 2020 | $26,000 | -16.1% | 463 | 0.0% | 0.04% | +12.1% |
| Q4 2019 | $31,000 | – | 463 | – | 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% |