AMG National Trust Bank - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 259 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
AMG National Trust Bank ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$400,720
-64.3%
8,000
-63.9%
0.01%
-66.7%
Q1 2023$1,122,119
+3.2%
22,1500.0%0.04%0.0%
Q4 2022$1,087,787
-39.6%
22,150
-40.9%
0.04%
-42.6%
Q3 2022$1,800,000
+25.2%
37,450
+35.4%
0.07%
+28.3%
Q2 2022$1,438,000
-5.8%
27,650
-0.4%
0.05%
+8.2%
Q1 2022$1,527,000
-7.8%
27,7500.0%0.05%0.0%
Q4 2021$1,657,000
-0.6%
27,7500.0%0.05%
-7.5%
Q3 2021$1,667,000
+4.8%
27,750
+5.7%
0.05%
+3.9%
Q2 2021$1,590,000
-6.3%
26,250
-8.7%
0.05%
-10.5%
Q1 2021$1,697,000
-1.2%
28,750
+3.8%
0.06%
-6.6%
Q4 2020$1,717,000
+2.0%
27,7000.0%0.06%
-11.6%
Q3 2020$1,684,000
+10.1%
27,700
+9.5%
0.07%
+1.5%
Q2 2020$1,529,00025,3000.07%
Other shareholders
ISHARES TR shareholders Q3 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