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 | $471,780 | -11.7% | 4,975 | -9.1% | 0.00% | – |
| Q2 2023 | $534,384 | -1.9% | 5,473 | -10.8% | 0.00% | – |
| Q1 2023 | $544,516 | +4.7% | 6,134 | -3.8% | 0.00% | – |
| Q4 2022 | $520,016 | +2.6% | 6,379 | +0.9% | 0.00% | – |
| Q3 2022 | $507,000 | +1.4% | 6,324 | +5.9% | 0.00% | – |
| Q2 2022 | $500,000 | -18.8% | 5,969 | +2.3% | 0.00% | – |
| Q1 2022 | $616,000 | -21.2% | 5,834 | -13.7% | 0.00% | – |
| Q4 2021 | $782,000 | +31.0% | 6,762 | +16.0% | 0.00% | – |
| Q3 2021 | $597,000 | -37.1% | 5,828 | -38.0% | 0.00% | -100.0% |
| Q2 2021 | $949,000 | -5.7% | 9,399 | -15.2% | 0.00% | 0.0% |
| Q1 2021 | $1,006,000 | -29.2% | 11,086 | -30.8% | 0.00% | 0.0% |
| Q4 2020 | $1,421,000 | +71.2% | 16,027 | +54.4% | 0.00% | 0.0% |
| Q3 2020 | $830,000 | +4.9% | 10,381 | -5.6% | 0.00% | 0.0% |
| Q2 2020 | $791,000 | +0.1% | 11,001 | -20.5% | 0.00% | 0.0% |
| Q1 2020 | $790,000 | -56.8% | 13,831 | -48.9% | 0.00% | 0.0% |
| Q4 2019 | $1,830,000 | +171.9% | 27,062 | +152.9% | 0.00% | 0.0% |
| Q3 2019 | $673,000 | -4.4% | 10,702 | -4.7% | 0.00% | 0.0% |
| Q2 2019 | $704,000 | +9.0% | 11,232 | +5.0% | 0.00% | 0.0% |
| Q1 2019 | $646,000 | -6.5% | 10,702 | -18.4% | 0.00% | 0.0% |
| Q4 2018 | $691,000 | +42.5% | 13,120 | +68.1% | 0.00% | – |
| Q3 2018 | $485,000 | +10.2% | 7,805 | +1.5% | 0.00% | – |
| Q2 2018 | $440,000 | -5.0% | 7,688 | -9.2% | 0.00% | – |
| Q1 2018 | $463,000 | +17.5% | 8,470 | +15.6% | 0.00% | – |
| Q4 2017 | $394,000 | +7.9% | 7,326 | +1.4% | 0.00% | – |
| Q3 2017 | $365,000 | +1.4% | 7,223 | -3.2% | 0.00% | – |
| Q2 2017 | $360,000 | +20.0% | 7,464 | +15.6% | 0.00% | – |
| Q1 2017 | $300,000 | -5.7% | 6,458 | -12.9% | 0.00% | – |
| Q4 2016 | $318,000 | -38.0% | 7,418 | -38.5% | 0.00% | – |
| Q3 2016 | $513,000 | +62.3% | 12,059 | +212.1% | 0.00% | – |
| Q2 2016 | $316,000 | -4.0% | 3,864 | -4.8% | 0.00% | – |
| Q1 2016 | $329,000 | -13.4% | 4,059 | -13.3% | 0.00% | – |
| Q4 2015 | $380,000 | +4.1% | 4,681 | -2.5% | 0.00% | – |
| Q3 2015 | $365,000 | -20.1% | 4,803 | -14.5% | 0.00% | – |
| Q2 2015 | $457,000 | +1.6% | 5,617 | +1.2% | 0.00% | – |
| Q1 2015 | $450,000 | -26.1% | 5,549 | -28.6% | 0.00% | -100.0% |
| Q4 2014 | $609,000 | +1.2% | 7,777 | -3.5% | 0.00% | 0.0% |
| Q3 2014 | $602,000 | +9.5% | 8,062 | +9.2% | 0.00% | 0.0% |
| Q2 2014 | $550,000 | +28.8% | 7,382 | +22.8% | 0.00% | – |
| Q1 2014 | $427,000 | -4.7% | 6,011 | -5.2% | 0.00% | – |
| Q4 2013 | $448,000 | +19.5% | 6,343 | +8.9% | 0.00% | – |
| Q3 2013 | $375,000 | +68.2% | 5,825 | +55.7% | 0.00% | – |
| Q2 2013 | $223,000 | – | 3,741 | – | 0.00% | – |
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% |