ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 535 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $246,226 | -7.3% | 2,587 | -5.0% | 0.15% | -5.7% |
| Q2 2023 | $265,706 | +10.2% | 2,723 | +0.2% | 0.16% | +8.9% |
| Q1 2023 | $241,147 | -5.1% | 2,717 | -12.9% | 0.15% | -15.6% |
| Q4 2022 | $254,172 | +1.7% | 3,118 | +0.0% | 0.17% | -16.4% |
| Q3 2022 | $250,000 | -8.8% | 3,117 | -4.9% | 0.21% | -11.5% |
| Q2 2022 | $274,000 | -13.6% | 3,279 | +5.0% | 0.23% | -17.0% |
| Q1 2022 | $317,000 | -2.2% | 3,122 | +11.4% | 0.28% | -9.9% |
| Q4 2021 | $324,000 | – | 2,803 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Legacy Advisors, LLC | 286,911 | $23,388,965 | 16.62% |
| Madison Wealth Partners, Inc | 346,875 | $28,277,231 | 16.50% |
| HILLTOP WEALTH ADVISORS, LLC | 231,434 | $18,866,492 | 16.00% |
| Tennessee Valley Asset Management Partners | 468,792 | $38,215,878 | 13.26% |
| Legacy Financial Group LLC | 449,721 | $36,661,293 | 10.98% |
| DDFG, Inc | 306,266 | $24,966,813 | 10.33% |
| Veracity Capital LLC | 248,747 | $20,277,893 | 9.72% |
| DOLIVER ADVISORS, LP | 348,597 | $28,417,627 | 9.34% |
| ForthRight Wealth Management, LLC | 202,572 | $16,513,668 | 8.44% |
| Spectrum Wealth Advisory Group, LLC | 71,620 | $5,838,462 | 8.13% |