Raymond James Financial Services Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 270 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Raymond James Financial Services Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,807,662
-7.2%
58,408
-3.3%
0.01%0.0%
Q2 2023$3,024,742
-14.3%
60,386
-13.3%
0.01%
-28.6%
Q1 2023$3,527,572
+19.5%
69,632
+15.8%
0.01%
+16.7%
Q4 2022$2,953,149
-29.4%
60,134
-30.9%
0.01%
-33.3%
Q3 2022$4,181,000
-20.2%
87,022
-15.3%
0.01%
-18.2%
Q2 2022$5,240,000
-20.3%
102,801
-14.0%
0.01%
-8.3%
Q1 2022$6,576,000
+140.7%
119,470
+161.3%
0.01%
+140.0%
Q4 2021$2,732,000
+0.8%
45,723
+1.4%
0.01%0.0%
Q3 2021$2,710,000
+12.6%
45,094
+13.5%
0.01%0.0%
Q2 2021$2,407,000
+71.9%
39,728
+67.5%
0.01%
+66.7%
Q1 2021$1,400,000
-82.6%
23,718
-81.7%
0.00%
-85.0%
Q4 2020$8,046,000
+25.9%
129,838
+23.5%
0.02%
+11.1%
Q3 2020$6,392,000
+15.1%
105,159
+14.4%
0.02%0.0%
Q2 2020$5,552,000
+17.0%
91,888
+8.5%
0.02%
-14.3%
Q1 2020$4,744,000
+713.7%
84,672
+746.6%
0.02%
+950.0%
Q4 2019$583,000
-0.7%
10,001
-0.7%
0.00%0.0%
Q3 2019$587,000
+18.6%
10,068
+16.0%
0.00%0.0%
Q2 2019$495,000
+79.3%
8,679
+74.0%
0.00%
+100.0%
Q1 2019$276,000
-30.1%
4,987
-33.1%
0.00%
-50.0%
Q4 2018$395,000
+14.2%
7,454
+15.6%
0.00%0.0%
Q3 2018$346,000
+36.8%
6,450
+177.7%
0.00%
+100.0%
Q1 2018$253,000
-29.7%
2,323
-27.7%
0.00%
-50.0%
Q4 2017$360,000
-6.2%
3,211
-6.2%
0.00%0.0%
Q3 2017$384,000
+91.0%
3,423
+89.9%
0.00%
+100.0%
Q2 2017$201,000
-16.9%
1,803
-18.1%
0.00%
-50.0%
Q1 2017$242,0002,2010.00%
Other shareholders
ISHARES TR shareholders Q2 2022
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