PRIVATE TRUST CO NA - 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
PRIVATE TRUST CO NA ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$130,414
+15.1%
2,713
+19.9%
0.02%
+21.4%
Q2 2023$113,354
+4.0%
2,263
+5.2%
0.01%
-6.7%
Q1 2023$109,020
+101787.9%
2,152
-0.9%
0.02%
-6.2%
Q4 2022$107
-99.9%
2,172
+8.0%
0.02%0.0%
Q3 2022$97,000
+1112.5%
2,011
+1156.9%
0.02%
+1500.0%
Q2 2022$8,0001600.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
THEORY FINANCIAL LLC 272,804$16,297,00010.63%
WT Wealth Management 240,251$14,353,0005.27%
Compass Financial Group, Inc. 123,461$7,376,0003.67%
CAPITAL ONE FINANCIAL CORP 495,349$29,592,0003.57%
Global Wealth Management Investment Advisory, Inc. 122,676$7,329,0002.20%
Shelter Mutual Insurance Co 130,000$7,766,0002.01%
Bellwether Advisors, LLC 107,065$6,396,0001.99%
Wayfinding Financial, LLC 41,968$2,432,0001.95%
Avidian Wealth Solutions, LLC 507,933$30,344,0001.89%
Beaumont Capital Management, LLC 50,703$3,029,0001.75%
View complete list of ISHARES TR shareholders