WBH ADVISORY INC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 303 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.24 and the average weighting 0.3%.

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 Q1 2023
NameSharesValueWeighting ↓
Simplicity Solutions, LLC 185,527$20,785,0002.02%
AE Wealth Management LLC 190,177$21,305,0001.88%
CWM, LLC 356,077$39,891,0001.77%
ASHFORD CAPITAL MANAGEMENT INC 62,105$6,958,0001.08%
PFG Advisors 9,147$1,025,0001.07%
Mosaic Family Wealth, LLC 23,680$2,653,0000.96%
SeaBridge Investment Advisors LLC 27,145$3,041,0000.66%
Aveo Capital Partners, LLC 17,490$1,959,0000.65%
MUFG Americas Holdings Corp 191,049$21,403,0000.62%
ASSETMARK, INC 507,616$56,868,0000.59%
View complete list of ISHARES TR shareholders