RAYMOND JAMES TRUST N.A. - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 218 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.

Quarter-by-quarter ownership
RAYMOND JAMES TRUST N.A. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$717,589
+96091.6%
14,928
+0.2%
0.02%
-4.5%
Q2 2023$746
+51.9%
14,896
+53.6%
0.02%
+37.5%
Q1 2023$491
+5.8%
9,699
+2.6%
0.02%0.0%
Q4 2022$464
-99.9%
9,454
-4.4%
0.02%
-11.1%
Q3 2022$475,000
+46.6%
9,884
+55.6%
0.02%
+50.0%
Q2 2022$324,000
-7.4%
6,353
-0.1%
0.01%
+9.1%
Q1 2022$350,000
-3.3%
6,362
+4.9%
0.01%0.0%
Q4 2021$362,000
+14.9%
6,067
+15.9%
0.01%0.0%
Q3 2021$315,000
+45.2%
5,233
+46.0%
0.01%
+57.1%
Q2 2021$217,000
-4.8%
3,585
-7.2%
0.01%
-12.5%
Q1 2021$228,000
-1.3%
3,865
+3.5%
0.01%
-11.1%
Q4 2020$231,000
+10.0%
3,733
+8.1%
0.01%0.0%
Q3 2020$210,000
-7.9%
3,453
-8.6%
0.01%
-18.2%
Q2 2020$228,000
+2.2%
3,776
-1.4%
0.01%0.0%
Q4 2019$223,0000.0%3,8310.0%0.01%0.0%
Q3 2019$223,000
-5.9%
3,831
-7.8%
0.01%
-15.4%
Q2 2019$237,000
-31.5%
4,154
-36.4%
0.01%
-40.9%
Q4 2018$346,000
+21.0%
6,528
+22.3%
0.02%
+37.5%
Q3 2018$286,0005,3380.02%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
THEORY FINANCIAL LLC 272,804$16,297,00010.63%
WT Wealth Management 240,251$14,353,0005.27%
Compass Financial Group, Inc. 123,461$7,376,0003.67%
CAPITAL ONE FINANCIAL CORP 495,349$29,592,0003.57%
Global Wealth Management Investment Advisory, Inc. 122,676$7,329,0002.20%
Shelter Mutual Insurance Co 130,000$7,766,0002.01%
Bellwether Advisors, LLC 107,065$6,396,0001.99%
Wayfinding Financial, LLC 41,968$2,432,0001.95%
Avidian Wealth Solutions, LLC 507,933$30,344,0001.89%
Beaumont Capital Management, LLC 50,703$3,029,0001.75%
View complete list of ISHARES TR shareholders