ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 535 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $272,919 | -17.9% | 2,868 | -15.7% | 0.00% | -100.0% |
| Q2 2023 | $332,337 | +1.6% | 3,403 | -7.7% | 0.00% | 0.0% |
| Q1 2023 | $327,206 | +7.2% | 3,686 | -1.6% | 0.00% | 0.0% |
| Q4 2022 | $305,343 | +20.7% | 3,747 | +18.8% | 0.00% | 0.0% |
| Q3 2022 | $253,000 | -15.9% | 3,154 | -12.5% | 0.00% | 0.0% |
| Q2 2022 | $301,000 | -24.4% | 3,606 | -4.4% | 0.00% | 0.0% |
| Q1 2022 | $398,000 | -26.3% | 3,772 | -19.3% | 0.00% | -50.0% |
| Q4 2021 | $540,000 | – | 4,672 | – | 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% |