SONATA CAPITAL GROUP INC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 189 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
SONATA CAPITAL GROUP INC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$240
-0.8%
4,7250.0%0.11%
-9.2%
Q4 2023$242
+6.6%
4,7250.0%0.12%
-0.8%
Q3 2023$227
-27.2%
4,725
-24.1%
0.12%
-24.8%
Q2 2023$312
-1.0%
6,2250.0%0.16%
-5.3%
Q1 2023$315
+2.9%
6,2250.0%0.17%0.0%
Q4 2022$306
-99.9%
6,2250.0%0.17%
+3.0%
Q3 2022$299,000
-5.7%
6,2250.0%0.16%0.0%
Q2 2022$317,000
-7.6%
6,2250.0%0.16%
+9.3%
Q1 2022$343,000
-7.8%
6,2250.0%0.15%
-3.2%
Q4 2021$372,000
-7.9%
6,225
-7.4%
0.16%
-13.8%
Q3 2021$404,000
-0.7%
6,7250.0%0.18%
-2.2%
Q2 2021$407,000
+1.2%
6,725
-1.2%
0.18%
-4.1%
Q1 2021$402,000
-4.7%
6,8100.0%0.19%
-7.7%
Q4 2020$422,000
+1.9%
6,8100.0%0.21%
-13.3%
Q3 2020$414,000
+0.7%
6,8100.0%0.24%
-7.7%
Q2 2020$411,000
+7.9%
6,8100.0%0.26%
-9.1%
Q1 2020$381,000
-4.0%
6,8100.0%0.29%
+19.6%
Q4 2019$397,0000.0%6,8100.0%0.24%
-10.8%
Q3 2019$397,000
+2.1%
6,8100.0%0.27%0.0%
Q2 2019$389,000
+3.5%
6,8100.0%0.27%
-3.9%
Q1 2019$376,000
+4.2%
6,8100.0%0.28%
-4.8%
Q4 2018$361,000
-25.3%
6,810
-24.4%
0.29%
-10.4%
Q3 2018$483,000
-9.6%
9,010
+80.9%
0.33%
-14.6%
Q2 2018$534,000
-1.7%
4,9800.0%0.38%
-3.5%
Q1 2018$543,000
-2.7%
4,9800.0%0.40%
-1.2%
Q4 2017$558,000
-0.2%
4,9800.0%0.40%
-3.1%
Q3 2017$559,000
+16.9%
4,980
+16.4%
0.42%
+16.9%
Q2 2017$478,000
+1.7%
4,2800.0%0.36%
+0.6%
Q1 2017$470,000
+0.6%
4,2800.0%0.35%
-2.7%
Q4 2016$467,000
-4.1%
4,2800.0%0.36%
-8.1%
Q3 2016$487,000
+0.4%
4,2800.0%0.40%
-4.1%
Q2 2016$485,000
+18.0%
4,280
+14.7%
0.41%
+16.0%
Q1 2016$411,000
+3.3%
3,7300.0%0.36%
+1.7%
Q4 2015$398,000
-2.2%
3,730
-0.5%
0.35%
-7.4%
Q3 2015$407,000
-6.2%
3,750
-6.2%
0.38%
+1.3%
Q2 2015$434,000
-5.4%
4,000
-1.1%
0.37%
-7.4%
Q1 2015$459,000
+1.5%
4,0450.0%0.40%
-1.7%
Q4 2014$452,0004,0450.41%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,308,701$62,883,00016.18%
Aprio Wealth Management, LLC 326,105$15,669,0006.29%
Long Run Wealth Advisors, LLC 236,846$11,380,0004.51%
Insight Wealth Partners, LLC 71,772$3,449,0003.25%
Center For Asset Management LLC 53,672$2,579,0002.56%
Allworth Financial LP 3,395,318$163,145,0002.06%
Shelter Mutual Insurance Co 130,000$6,247,0002.02%
Tolleson Wealth Management, Inc. 124,645$5,989,0001.80%
IVC Wealth Advisors LLC 43,542$2,092,0001.68%
Avidian Wealth Solutions, LLC 451,034$21,672,0001.57%
View complete list of ISHARES TR shareholders