ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 545 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 7.60 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,114,746 | -4.9% | 26,375 | -0.7% | 0.09% | -1.1% |
| Q2 2022 | $2,222,633 | -19.5% | 26,555 | +1.6% | 0.09% | -3.2% |
| Q1 2022 | $2,762,604 | +2.3% | 26,146 | +12.0% | 0.09% | +3.3% |
| Q4 2021 | $2,699,436 | +33.3% | 23,343 | +18.0% | 0.09% | +19.7% |
| Q3 2021 | $2,025,129 | +2.2% | 19,775 | +0.8% | 0.08% | -1.3% |
| Q2 2021 | $1,981,093 | +12.8% | 19,619 | +1.4% | 0.08% | 0.0% |
| Q1 2021 | $1,756,343 | +8.2% | 19,345 | +5.7% | 0.08% | -7.2% |
| Q4 2020 | $1,623,278 | -0.8% | 18,303 | -10.6% | 0.08% | -11.7% |
| Q3 2020 | $1,636,825 | +5.8% | 20,465 | -4.9% | 0.09% | -6.9% |
| Q2 2020 | $1,547,041 | +49.8% | 21,523 | +19.0% | 0.10% | +17.4% |
| Q1 2020 | $1,032,749 | -41.1% | 18,090 | -30.2% | 0.09% | -31.2% |
| Q4 2019 | $1,752,812 | +33.8% | 25,914 | +24.4% | 0.12% | +16.8% |
| Q3 2019 | $1,309,655 | +1.5% | 20,831 | +1.2% | 0.11% | -1.8% |
| Q2 2019 | $1,289,992 | -0.2% | 20,581 | -3.9% | 0.11% | -10.7% |
| Q1 2019 | $1,291,941 | +40.5% | 21,418 | +22.8% | 0.12% | +7.0% |
| Q4 2018 | $919,352 | +207.0% | 17,445 | +261.9% | 0.11% | +235.3% |
| Q3 2018 | $299,418 | +68.8% | 4,820 | +55.4% | 0.03% | +41.7% |
| Q2 2018 | $177,377 | +15.4% | 3,101 | +10.2% | 0.02% | +4.3% |
| Q1 2018 | $153,701 | +41.9% | 2,814 | +39.7% | 0.02% | +35.3% |
| Q4 2017 | $108,293 | – | 2,014 | – | 0.02% | – |
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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% |