Kingfisher Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 251 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Kingfisher Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$944
-6.4%
19,639
-2.5%
0.26%
-2.3%
Q2 2023$1,009
-99.9%
20,136
-8.1%
0.26%
-9.6%
Q1 2023$1,109,498
+97224.4%
21,901
-5.6%
0.29%
-4.0%
Q4 2022$1,140
-99.9%
23,210
-27.9%
0.30%
-28.9%
Q3 2022$1,548,000
-6.5%
32,208
-0.9%
0.43%
-9.9%
Q2 2022$1,656,000
-7.5%
32,498
-0.1%
0.47%
+2.4%
Q1 2022$1,791,000
-7.0%
32,531
+1.0%
0.46%
+3.8%
Q4 2021$1,925,000
+8.0%
32,218
+8.7%
0.44%
-3.9%
Q3 2021$1,782,000
+11.9%
29,653
+12.8%
0.46%
+14.0%
Q2 2021$1,593,000
+5.6%
26,286
+2.9%
0.41%
-3.8%
Q1 2021$1,509,000
+1.9%
25,553
+6.9%
0.42%
-6.0%
Q4 2020$1,481,000
+2.6%
23,902
+0.7%
0.45%
-13.3%
Q3 2020$1,443,000
-1.5%
23,741
-2.1%
0.52%
-20.4%
Q2 2020$1,465,000
-49.4%
24,245
-9.2%
0.65%
-61.0%
Q2 2015$2,898,000
-4.6%
26,694
-0.4%
1.67%
+6.2%
Q1 2015$3,039,000
+4.4%
26,807
+2.9%
1.57%
+5.5%
Q4 2014$2,912,000
+1.4%
26,044
+0.2%
1.49%
-3.1%
Q3 2014$2,873,000
-2.9%
25,991
-2.1%
1.54%
+0.1%
Q2 2014$2,958,000
+4.1%
26,540
+2.3%
1.54%
+2.6%
Q1 2014$2,841,000
-4.7%
25,945
-7.0%
1.50%
-6.7%
Q4 2013$2,981,000
-6.2%
27,889
-5.9%
1.60%
-0.9%
Q3 2013$3,177,000
-5.2%
29,653
-4.9%
1.62%
-11.9%
Q2 2013$3,351,00031,1901.84%
Other shareholders
ISHARES TR shareholders Q4 2020
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