SONATA CAPITAL GROUP INC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 285 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.3%.

Quarter-by-quarter ownership
SONATA CAPITAL GROUP INC ownership history of ISHARES TR
ValueSharesWeighting
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 Q4 2022
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