ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 492 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,291 | -8.5% | 13,611 | -5.8% | 1.42% | -2.1% |
| Q2 2023 | $1,411 | +3.8% | 14,446 | -5.7% | 1.45% | -9.3% |
| Q1 2023 | $1,360 | -23.9% | 15,315 | -30.1% | 1.60% | -25.2% |
| Q4 2022 | $1,787 | -99.9% | 21,923 | -19.1% | 2.14% | -10.1% |
| Q3 2022 | $2,173,000 | -13.4% | 27,104 | -9.6% | 2.37% | -7.6% |
| Q2 2022 | $2,509,000 | -32.3% | 29,980 | -14.5% | 2.57% | -7.5% |
| Q1 2022 | $3,705,000 | -31.3% | 35,062 | -24.8% | 2.78% | -19.2% |
| Q4 2021 | $5,394,000 | – | 46,642 | – | 3.44% | – |
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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% |