First Heartland Consultants, Inc. - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 246 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
First Heartland Consultants, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$271,000
+16.8%
5,652
+45.5%
0.02%
+155.6%
Q4 2021$232,000
-3.7%
3,885
-3.1%
0.01%
-75.7%
Q3 2021$241,000
-40.6%
4,008
-40.2%
0.04%
-40.3%
Q2 2021$406,000
+2.5%
6,699
-0.1%
0.06%
-1.6%
Q1 2021$396,000
-9.2%
6,707
-4.7%
0.06%
-12.5%
Q4 2020$436,000
-5.8%
7,035
-7.7%
0.07%
-18.2%
Q3 2020$463,000
+5.2%
7,623
+4.7%
0.09%
+1.1%
Q2 2020$440,000
-1.8%
7,280
-9.0%
0.09%
-24.3%
Q1 2020$448,000
+85.1%
7,997
+92.6%
0.12%
+139.6%
Q4 2019$242,000
+796.3%
4,153
+1535.0%
0.05%
+200.0%
Q2 2013$27,0002540.02%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,308,701$62,883,00016.18%
Aprio Wealth Management, LLC 326,105$15,669,0006.29%
Long Run Wealth Advisors, LLC 236,846$11,380,0004.51%
Insight Wealth Partners, LLC 71,772$3,449,0003.25%
Center For Asset Management LLC 53,672$2,579,0002.56%
Allworth Financial LP 3,395,318$163,145,0002.06%
Shelter Mutual Insurance Co 130,000$6,247,0002.02%
Tolleson Wealth Management, Inc. 124,645$5,989,0001.80%
IVC Wealth Advisors LLC 43,542$2,092,0001.68%
Avidian Wealth Solutions, LLC 451,034$21,672,0001.57%
View complete list of ISHARES TR shareholders