Janney Montgomery Scott LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 241 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Janney Montgomery Scott LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$22,926
-2.1%
476,938
+2.0%
0.08%
+3.7%
Q2 2023$23,415
-2.5%
467,453
-1.4%
0.08%
-16.3%
Q1 2023$24,016
+9.5%
474,058
+6.2%
0.10%
+15.3%
Q4 2022$21,930
-99.9%
446,551
-5.4%
0.08%
-12.4%
Q3 2022$22,676,000
-5.1%
471,931
+0.6%
0.10%
-10.2%
Q2 2022$23,897,000
-9.4%
469,142
-2.1%
0.11%
-4.4%
Q1 2022$26,367,000
-6.5%
479,058
+1.5%
0.11%
+3.7%
Q4 2021$28,190,000
+7.3%
471,874
+7.9%
0.11%
-2.7%
Q3 2021$26,272,000
+5.1%
437,146
+6.0%
0.11%
+1.8%
Q2 2021$24,994,000
+6.2%
412,516
+3.5%
0.11%
-3.5%
Q1 2021$23,528,000
-21.1%
398,504
-17.1%
0.11%
-20.8%
Q4 2020$29,802,000
+527.1%
480,912
+515.1%
0.14%
+433.3%
Q3 2020$4,752,000
+32.4%
78,182
+31.6%
0.03%
+17.4%
Q2 2020$3,589,000
-5.8%
59,405
-12.6%
0.02%
-23.3%
Q1 2020$3,810,000
-1.3%
68,006
+2.7%
0.03%
+20.0%
Q4 2019$3,862,000
-6.8%
66,241
-6.8%
0.02%
-16.7%
Q3 2019$4,144,000
+11.0%
71,099
+8.7%
0.03%
+3.4%
Q2 2019$3,733,000
+2.6%
65,405
-0.7%
0.03%
-3.3%
Q1 2019$3,640,000
-9.2%
65,848
-13.1%
0.03%
-23.1%
Q4 2018$4,011,000
+18.4%
75,747
+19.8%
0.04%
+34.5%
Q3 2018$3,389,000
+44.8%
63,205
+189.3%
0.03%
+26.1%
Q2 2018$2,340,000
+23.0%
21,844
+25.1%
0.02%
+21.1%
Q1 2018$1,903,000
+19.6%
17,462
+23.0%
0.02%
+11.8%
Q4 2017$1,591,000
+26.1%
14,198
+26.3%
0.02%
+21.4%
Q3 2017$1,262,000
+52.6%
11,245
+51.9%
0.01%
+40.0%
Q2 2017$827,000
+33.0%
7,405
+30.8%
0.01%
+25.0%
Q1 2017$622,0005,6610.01%
Other shareholders
ISHARES TR shareholders Q1 2021
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