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 | $33,354,936 | +36.1% | 351,734 | +40.1% | 0.01% | +42.9% |
| Q2 2023 | $24,511,057 | +5.0% | 251,035 | -4.5% | 0.01% | 0.0% |
| Q1 2023 | $23,337,011 | -17.6% | 262,893 | -24.4% | 0.01% | -22.2% |
| Q4 2022 | $28,334,477 | -19.1% | 347,577 | -20.5% | 0.01% | -30.8% |
| Q3 2022 | $35,043,000 | -6.2% | 437,063 | -2.1% | 0.01% | 0.0% |
| Q2 2022 | $37,358,000 | -22.3% | 446,328 | -1.9% | 0.01% | -7.1% |
| Q1 2022 | $48,088,000 | -5.1% | 455,119 | +3.9% | 0.01% | -6.7% |
| Q4 2021 | $50,670,000 | +9.7% | 438,167 | -2.9% | 0.02% | 0.0% |
| Q3 2021 | $46,195,000 | +6280.5% | 451,080 | +5424.6% | 0.02% | – |
| Q4 2020 | $724,000 | – | 8,165 | – | 0.00% | – |
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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% |