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 | $125,414 | +1.1% | 1,322,514 | +4.1% | 0.26% | +3.2% |
| Q2 2023 | $124,065 | +11.7% | 1,270,636 | +1.5% | 0.25% | +8.2% |
| Q1 2023 | $111,110 | +14.6% | 1,251,661 | +5.3% | 0.23% | 0.0% |
| Q4 2022 | $96,927 | -99.9% | 1,189,005 | +14.2% | 0.23% | +8.4% |
| Q3 2022 | $83,460,000 | +3.9% | 1,040,917 | +8.4% | 0.22% | +2.9% |
| Q2 2022 | $80,353,000 | -15.4% | 960,013 | +6.8% | 0.21% | -3.7% |
| Q1 2022 | $94,959,000 | -0.5% | 898,726 | +8.9% | 0.22% | +0.9% |
| Q4 2021 | $95,442,000 | +15.6% | 825,340 | +2.3% | 0.22% | +3.9% |
| Q3 2021 | $82,596,000 | +5.1% | 806,529 | +3.7% | 0.21% | +4.0% |
| Q2 2021 | $78,553,000 | +12.1% | 777,907 | +0.8% | 0.20% | +0.5% |
| Q1 2021 | $70,086,000 | +1.3% | 771,965 | -1.0% | 0.20% | -4.8% |
| Q4 2020 | $69,188,000 | +11.9% | 780,117 | +0.9% | 0.21% | -1.4% |
| Q3 2020 | $61,813,000 | +11.5% | 772,861 | +0.2% | 0.21% | +1.0% |
| Q2 2020 | $55,435,000 | +48.9% | 771,227 | +18.3% | 0.21% | +20.8% |
| Q1 2020 | $37,231,000 | -11.8% | 652,148 | +4.5% | 0.17% | +7.5% |
| Q4 2019 | $42,210,000 | +14.0% | 624,045 | +5.9% | 0.16% | +1.9% |
| Q3 2019 | $37,041,000 | +6.2% | 589,175 | +5.9% | 0.16% | +2.6% |
| Q2 2019 | $34,867,000 | +22.7% | 556,280 | +18.1% | 0.15% | +17.6% |
| Q1 2019 | $28,412,000 | +15.8% | 471,032 | +1.2% | 0.13% | +0.8% |
| Q4 2018 | $24,529,000 | -1.0% | 465,460 | +16.7% | 0.13% | +9.2% |
| Q3 2018 | $24,781,000 | +13.5% | 398,937 | +4.5% | 0.12% | +4.4% |
| Q2 2018 | $21,836,000 | +43.1% | 381,747 | +36.7% | 0.11% | +37.3% |
| Q1 2018 | $15,258,000 | +6.4% | 279,359 | +4.7% | 0.08% | +6.4% |
| Q4 2017 | $14,340,000 | – | 266,697 | – | 0.08% | – |
Download | ||||||
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% |