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 ↓
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