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 | $15,159,012 | -16.5% | 159,855 | -14.0% | 0.02% | -16.7% |
| Q2 2023 | $18,149,466 | +22.1% | 185,881 | +11.0% | 0.03% | +15.4% |
| Q1 2023 | $14,859,326 | +21.4% | 167,391 | +11.5% | 0.03% | +18.2% |
| Q4 2022 | $12,239,432 | +8.7% | 150,140 | +6.9% | 0.02% | 0.0% |
| Q3 2022 | $11,265,000 | -19.2% | 140,502 | -15.6% | 0.02% | -15.4% |
| Q2 2022 | $13,941,000 | -35.8% | 166,568 | -19.0% | 0.03% | -23.5% |
| Q1 2022 | $21,728,000 | -5.3% | 205,641 | +3.6% | 0.03% | -2.9% |
| Q4 2021 | $22,953,000 | +19.6% | 198,485 | +5.9% | 0.04% | +9.4% |
| Q3 2021 | $19,198,000 | +74.4% | 187,459 | +71.9% | 0.03% | +77.8% |
| Q2 2021 | $11,010,000 | +11.7% | 109,024 | +0.4% | 0.02% | +5.9% |
| Q1 2021 | $9,855,000 | -53.0% | 108,547 | -54.1% | 0.02% | -57.5% |
| Q4 2020 | $20,983,000 | +275.2% | 236,596 | +238.3% | 0.04% | +233.3% |
| Q3 2020 | $5,593,000 | +19.9% | 69,936 | +7.8% | 0.01% | +20.0% |
| Q2 2020 | $4,664,000 | +36.3% | 64,888 | +8.2% | 0.01% | +11.1% |
| Q1 2020 | $3,423,000 | -17.2% | 59,946 | -1.9% | 0.01% | +12.5% |
| Q4 2019 | $4,135,000 | +974.0% | 61,134 | +664.2% | 0.01% | 0.0% |
| Q2 2017 | $385,000 | -16.1% | 8,000 | -19.1% | 0.01% | -11.1% |
| Q1 2017 | $459,000 | -0.2% | 9,885 | -7.8% | 0.01% | 0.0% |
| Q4 2016 | $460,000 | -3.8% | 10,721 | -4.6% | 0.01% | -10.0% |
| Q3 2016 | $478,000 | -29.8% | 11,240 | +34.9% | 0.01% | -28.6% |
| Q2 2016 | $681,000 | -37.4% | 8,330 | -37.9% | 0.01% | -50.0% |
| Q1 2016 | $1,087,000 | +18.2% | 13,405 | +18.4% | 0.03% | +16.7% |
| Q4 2015 | $920,000 | +7.0% | 11,325 | 0.0% | 0.02% | +9.1% |
| Q3 2015 | $860,000 | -37.3% | 11,325 | -32.9% | 0.02% | -40.5% |
| Q2 2015 | $1,372,000 | -10.4% | 16,871 | -10.5% | 0.04% | -15.9% |
| Q1 2015 | $1,532,000 | -20.4% | 18,854 | -23.2% | 0.04% | -21.4% |
| Q4 2014 | $1,925,000 | -2.1% | 24,564 | -6.6% | 0.06% | -5.1% |
| Q3 2014 | $1,966,000 | -10.4% | 26,313 | -10.8% | 0.06% | -10.6% |
| Q2 2014 | $2,194,000 | +7.5% | 29,497 | +2.7% | 0.07% | +3.1% |
| Q1 2014 | $2,040,000 | +15.9% | 28,724 | +15.1% | 0.06% | +12.3% |
| Q4 2013 | $1,760,000 | +29.8% | 24,945 | +18.1% | 0.06% | +18.8% |
| Q3 2013 | $1,356,000 | +17.2% | 21,126 | +8.7% | 0.05% | +11.6% |
| Q2 2013 | $1,157,000 | – | 19,429 | – | 0.04% | – |
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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% |