GDS Wealth Management - ISHARES TR ownership

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
GDS Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,501,124
+141.2%
36,920
+148.4%
0.55%
+133.5%
Q2 2023$1,451,321
+134.5%
14,864
+113.2%
0.24%
+116.5%
Q1 2023$618,816
-29.0%
6,971
-34.8%
0.11%
-34.3%
Q4 2022$871,693
-93.8%
10,693
-93.9%
0.17%
-94.7%
Q3 2022$13,995,000
+32.4%
174,544
+38.3%
3.12%
+31.6%
Q2 2022$10,567,000
+472.7%
126,245
+580.9%
2.37%
+483.3%
Q1 2022$1,845,000
+183.0%
18,541
+228.9%
0.41%
+178.1%
Q4 2021$652,0005,6370.15%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
HILLTOP WEALTH ADVISORS, LLC 242,857$23,030,16317.82%
Tanglewood Legacy Advisors, LLC 292,457$27,733,73516.63%
Madison Wealth Partners, Inc 327,310$31,038,78015.70%
Tennessee Valley Asset Management Partners 377,253$35,774,84411.76%
Veracity Capital LLC 260,986$24,749,31111.48%
Legacy Financial Group LLC 485,559$46,045,533,00010.83%
Cardinal Strategic Wealth Guidance 229,317$21,746,14410.08%
DOLIVER ADVISORS, LP 335,858$31,849,4149.59%
DDFG, Inc 271,196$25,717,5179.48%
ZRC WEALTH MANAGEMENT, LLC 106,362$10,086,2728.71%
View complete list of ISHARES TR shareholders