Avidian Wealth Solutions, LLC - 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
Avidian Wealth Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$25,841,032
+6.3%
537,571
+10.7%
1.82%
+14.3%
Q2 2023$24,320,585
+5.3%
485,538
+6.5%
1.59%
+25.7%
Q1 2023$23,091,455
+11.2%
455,812
+7.8%
1.27%
-6.3%
Q4 2022$20,764,278
-4.2%
422,812
-6.3%
1.35%
-13.7%
Q3 2022$21,672,000
-10.2%
451,034
-4.8%
1.57%
-8.4%
Q2 2022$24,147,000
-9.2%
473,746
-1.9%
1.71%
+4.9%
Q1 2022$26,587,000
-12.4%
483,053
-4.9%
1.63%
-13.8%
Q4 2021$30,344,000
+0.2%
507,933
+0.8%
1.89%
-18.1%
Q3 2021$30,283,000
+3.6%
503,871
+4.4%
2.31%
+2.9%
Q2 2021$29,231,000
+8.9%
482,443
+6.1%
2.24%
-2.0%
Q1 2021$26,851,000
+33.9%
454,801
+40.5%
2.29%
+20.3%
Q4 2020$20,060,000
+48.5%
323,703
+45.7%
1.90%
+85.2%
Q3 2020$13,505,000
+156.7%
222,191
+155.2%
1.03%
+44.6%
Q2 2020$5,261,000
+318.5%
87,067
+288.1%
0.71%
+251.5%
Q1 2020$1,257,000
+264.3%
22,433
+279.5%
0.20%
+312.2%
Q4 2019$345,0005,9110.05%
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