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 ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 143,787$16,298,0005.32%
Advocacy Wealth Management Services, LLC 52,565$5,958,0003.01%
Canal Capital Management, LLC 11,585$1,313,0001.38%
MML INVESTORS SERVICES, LLC 13,407$1,520,0001.36%
CWM, LLC 145,249$16,464,0001.20%
WBI INVESTMENTS, LLC 228,124$25,858,0000.92%
IndexIQ Advisors LLC 74,049$8,394,0000.49%
BOYS ARNOLD & CO INC 21,955$2,489,0000.43%
SONATA CAPITAL GROUP INC 4,280$485,0000.41%
Bluefin Trading, LLC 31,074$3,522,0000.35%
View complete list of ISHARES TR shareholders