OPTIMUM INVESTMENT ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 88 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$12,000
-74.5%
200
-75.0%
0.00%
-71.4%
Q1 2021$47,000
-36.5%
800
-33.3%
0.01%
-36.4%
Q4 2020$74,000
+1.4%
1,2000.0%0.02%
-8.3%
Q3 2020$73,0000.0%1,2000.0%0.02%
-4.0%
Q2 2020$73,000
+28.1%
1,200
+17.1%
0.02%
+8.7%
Q1 2020$57,000
-5.0%
1,0250.0%0.02%
+27.8%
Q4 2019$60,0000.0%1,0250.0%0.02%
-5.3%
Q3 2019$60,000
+3.4%
1,0250.0%0.02%0.0%
Q2 2019$58,000
+163.6%
1,025
+156.2%
0.02%
+171.4%
Q1 2019$22,000
+4.8%
4000.0%0.01%0.0%
Q4 2018$21,0000.0%4000.0%0.01%
+16.7%
Q3 2018$21,0000.0%400
+100.0%
0.01%0.0%
Q2 2018$21,000
-4.5%
2000.0%0.01%0.0%
Q1 2018$22,000
-4.3%
2000.0%0.01%
-14.3%
Q1 2015$23,000
+109.1%
200
+100.0%
0.01%
+75.0%
Q4 2014$11,0000.0%1000.0%0.00%0.0%
Q3 2014$11,0000.0%1000.0%0.00%0.0%
Q2 2014$11,0000.0%1000.0%0.00%0.0%
Q1 2014$11,0000.0%1000.0%0.00%0.0%
Q4 2013$11,0000.0%1000.0%0.00%
-20.0%
Q3 2013$11,0001000.01%
Other shareholders
ISHARES TR shareholders Q1 2014
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,175,793$59,930,00015.12%
American Family Insurance Mutual Holding Co 2,500,000$127,425,0006.24%
WT Wealth Management 172,927$8,814,0004.35%
Compass Financial Group, Inc. 123,337$6,286,0004.00%
Insight Wealth Partners, LLC 73,319$3,737,0002.81%
Tolleson Wealth Management, Inc. 147,798$7,533,0002.13%
KerberRose Wealth Management, LLC 50,496$2,574,0002.10%
Shelter Mutual Insurance Co 130,000$6,626,0002.01%
IVC Wealth Advisors LLC 43,655$2,225,0001.72%
Avidian Wealth Solutions, LLC 473,746$24,147,0001.71%
View complete list of ISHARES TR shareholders