WBH ADVISORY INC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 329 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.4%.

Quarter-by-quarter ownership
WBH ADVISORY INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$602,541
+13.4%
12,535
+18.2%
0.07%
+17.5%
Q2 2023$531,275
-28.8%
10,606
-28.0%
0.06%
-32.3%
Q1 2023$746,578
-29.6%
14,737
-33.3%
0.09%
-39.2%
Q3 2022$1,061,000
-20.6%
22,078
-15.6%
0.15%
-14.0%
Q2 2022$1,336,00026,1560.18%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
ETRADE Capital Management LLC 1,073,750$116,459,0007.17%
Canal Capital Management, LLC 43,378$4,704,0004.73%
MML INVESTORS SERVICES, LLC 10,650$1,155,0001.17%
ASSETMARK, INC 612,846$66,470,0000.69%
BOYS ARNOLD & CO INC 24,600$2,668,0000.56%
WBI INVESTMENTS, LLC 102,850$11,155,0000.39%
SONATA CAPITAL GROUP INC 3,750$407,0000.38%
ARKANSAS FINANCIAL GROUP, INC. 4,705$510,0000.33%
Brinker Capital Investments, LLC 65,010$7,051,0000.31%
Bluefin Trading, LLC 32,341$3,508,0000.21%
View complete list of ISHARES TR shareholders