J.W. COLE ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 242 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
J.W. COLE ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$401,236
+10.8%
7,991
+12.0%
0.02%
+5.6%
Q1 2024$362,197
+4.7%
7,134
+5.7%
0.02%
-10.0%
Q4 2023$345,942
+44.0%
6,749
+35.1%
0.02%
+11.1%
Q3 2023$240,178
-21.0%
4,996
-17.7%
0.02%
-18.2%
Q2 2023$303,926
-82.8%
6,068
-82.6%
0.02%
-82.5%
Q1 2023$1,770,419
+548.4%
34,947
+528.7%
0.13%
+500.0%
Q4 2022$273,047
+30.0%
5,559
+34.6%
0.02%
+23.5%
Q2 2022$210,000
-5.0%
4,129
+11.5%
0.02%
+21.4%
Q4 2021$221,000
-14.0%
3,703
-10.8%
0.01%
-48.1%
Q4 2020$257,000
-12.3%
4,152
-13.9%
0.03%
+22.7%
Q3 2020$293,0004,8220.02%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,288,667$64,54915.16%
Long Run Wealth Advisors, LLC 715,627$35,845,77411.44%
Kingdom Financial Group LLC. 117,234$5,872,2325.76%
Simplicity Wealth,LLC 136,545$6,839,5504.25%
Japan Science & Technology Agency 7,234,311$362,366,6384.18%
Ratio Wealth Group 314,422$15,749,3983.90%
Shelter Mutual Insurance Co 290,980$14,575,1883.54%
Erickson Financial Group, LLC 74,264$3,719,8843.38%
Quantitative Strategies, Inc. 98,786$4,948,1913.32%
Westover Capital Advisors, LLC 166,432$8,336,5792.90%
View complete list of ISHARES TR shareholders