Cambridge Investment Research Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 290 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Cambridge Investment Research Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,847
+1.5%
121,630
+5.7%
0.03%
+3.8%
Q2 2023$5,762
+4.5%
115,041
+5.7%
0.03%
-3.7%
Q1 2023$5,515
+8.7%
108,868
+5.4%
0.03%
+3.8%
Q4 2022$5,075
-99.9%
103,333
-19.9%
0.03%
-25.7%
Q3 2022$6,202,000
+29.9%
129,075
+37.8%
0.04%
+34.6%
Q2 2022$4,774,000
-2.2%
93,667
+5.6%
0.03%
+18.2%
Q1 2022$4,882,000
+0.7%
88,693
+9.3%
0.02%0.0%
Q4 2021$4,847,000
-11.8%
81,134
-11.3%
0.02%
-18.5%
Q3 2021$5,495,000
-31.8%
91,425
-31.2%
0.03%
-30.8%
Q2 2021$8,055,000
-19.0%
132,938
-21.1%
0.04%
-27.8%
Q1 2021$9,947,000
+99.5%
168,487
+109.4%
0.05%
+86.2%
Q4 2020$4,986,000
+15.7%
80,466
+13.5%
0.03%0.0%
Q3 2020$4,308,000
+30.3%
70,875
+29.5%
0.03%
+16.0%
Q2 2020$3,306,000
+78.8%
54,725
+65.8%
0.02%
+38.9%
Q1 2020$1,849,000
-42.4%
33,007
-40.0%
0.02%
-28.0%
Q4 2019$3,208,000
+13.5%
55,028
+13.4%
0.02%0.0%
Q3 2019$2,827,000
+57.4%
48,513
+54.2%
0.02%
+56.2%
Q2 2019$1,796,000
+2.0%
31,463
-1.2%
0.02%
-5.9%
Q1 2019$1,760,000
+5.1%
31,837
+0.6%
0.02%
-10.5%
Q4 2018$1,675,000
+3.6%
31,642
+5.0%
0.02%
+26.7%
Q3 2018$1,617,000
+3.5%
30,148
+106.8%
0.02%
-6.2%
Q2 2018$1,562,000
-3.0%
14,580
-1.3%
0.02%
-11.1%
Q1 2018$1,610,000
+0.4%
14,771
+3.2%
0.02%
-5.3%
Q4 2017$1,604,000
+32.2%
14,314
+32.4%
0.02%
+18.8%
Q3 2017$1,213,000
-20.6%
10,810
-21.0%
0.02%
-27.3%
Q2 2017$1,528,000
+2.1%
13,680
+0.5%
0.02%
-15.4%
Q1 2017$1,496,000
+67.3%
13,608
+66.3%
0.03%
+52.9%
Q4 2016$894,000
+5.2%
8,184
+9.6%
0.02%
+6.2%
Q3 2016$850,000
+21.6%
7,470
+21.1%
0.02%
+6.7%
Q2 2016$699,000
+37.6%
6,167
+33.9%
0.02%
+36.4%
Q1 2016$508,000
+1.4%
4,607
-1.9%
0.01%
-8.3%
Q4 2015$501,000
+9.9%
4,696
+11.8%
0.01%
-7.7%
Q3 2015$456,000
+11.2%
4,202
+11.3%
0.01%
+18.2%
Q2 2015$410,000
-18.3%
3,774
-14.8%
0.01%
-21.4%
Q1 2015$502,000
+37.9%
4,427
+36.0%
0.01%
+27.3%
Q4 2014$364,000
+21.3%
3,256
+20.1%
0.01%
+22.2%
Q3 2014$300,0002,7100.01%
Other shareholders
ISHARES TR shareholders Q4 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