Smith Salley Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 284 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Smith Salley Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,691,661
-2.2%
160,016
+1.9%
0.57%
-1.6%
Q2 2023$7,862,427
+4.8%
156,967
+6.0%
0.58%
-2.8%
Q1 2023$7,504,468
-15.9%
148,141
-18.5%
0.60%
-21.8%
Q4 2022$8,921,277
+30.6%
181,660
+27.8%
0.76%
+20.0%
Q3 2022$6,832,000
-2.4%
142,183
+3.5%
0.64%
+5.0%
Q2 2022$7,001,000
-7.8%
137,355
-0.5%
0.61%
+5.8%
Q1 2022$7,594,000
+39.1%
137,979
+51.0%
0.57%
+48.1%
Q4 2021$5,459,000
+122.1%
91,382
+123.4%
0.39%
+100.5%
Q3 2021$2,458,000
+33.7%
40,898
+34.7%
0.19%
+29.5%
Q2 2021$1,839,000
+696.1%
30,361
+674.5%
0.15%
+609.5%
Q1 2021$231,0003,9200.02%
Other shareholders
ISHARES TR shareholders Q1 2022
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