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 | $445,772 | +12.3% | 4,701 | +15.6% | 0.02% | +10.0% |
| Q2 2023 | $396,882 | -37.3% | 4,065 | -43.0% | 0.02% | -42.9% |
| Q1 2023 | $633,045 | +9.0% | 7,131 | +0.1% | 0.04% | 0.0% |
| Q4 2022 | $580,938 | -0.5% | 7,126 | +2.2% | 0.04% | -10.3% |
| Q3 2022 | $584,000 | 0.0% | 6,975 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $584,000 | -26.6% | 6,975 | +1.4% | 0.04% | -17.0% |
| Q4 2021 | $796,000 | -12.4% | 6,880 | -22.5% | 0.05% | +62.1% |
| Q3 2021 | $909,000 | +4.1% | 8,877 | +2.7% | 0.03% | +3.6% |
| Q2 2021 | $873,000 | +4.8% | 8,647 | -5.7% | 0.03% | -6.7% |
| Q1 2021 | $833,000 | – | 9,172 | – | 0.03% | – |
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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% |