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 | $3,038,656 | +4.6% | 32,043 | +7.7% | 1.31% | +6.7% |
| Q2 2023 | $2,903,914 | +26.5% | 29,741 | +15.9% | 1.23% | +8.5% |
| Q1 2023 | $2,294,776 | +9.5% | 25,667 | -0.1% | 1.13% | +4.9% |
| Q4 2022 | $2,094,944 | +15.6% | 25,699 | +13.6% | 1.08% | -0.6% |
| Q3 2022 | $1,813,000 | +6.0% | 22,617 | +10.6% | 1.08% | +9.6% |
| Q2 2022 | $1,711,000 | -26.6% | 20,443 | -7.3% | 0.99% | -24.0% |
| Q1 2022 | $2,330,000 | -15.1% | 22,055 | -7.1% | 1.30% | -13.2% |
| Q4 2021 | $2,744,000 | +42.2% | 23,733 | +25.9% | 1.50% | +26.7% |
| Q3 2021 | $1,930,000 | +10.4% | 18,847 | +8.9% | 1.18% | +9.5% |
| Q2 2021 | $1,748,000 | +26.4% | 17,306 | +11.0% | 1.08% | +11.5% |
| Q4 2020 | $1,383,000 | +11.2% | 15,590 | +0.3% | 0.97% | -1.5% |
| Q3 2020 | $1,244,000 | +12.5% | 15,551 | +1.0% | 0.98% | +4.0% |
| Q2 2020 | $1,106,000 | +15.6% | 15,390 | -8.2% | 0.94% | -7.8% |
| Q1 2020 | $957,000 | -31.5% | 16,761 | -18.8% | 1.02% | -18.4% |
| Q4 2019 | $1,397,000 | – | 20,648 | – | 1.26% | – |
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% |