SUMMIT SECURITIES GROUP LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 88 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 2.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
SUMMIT SECURITIES GROUP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$01
-90.0%
0.00%
Q4 2022$010
+900.0%
0.00%
Q3 2022$0
-100.0%
1
-100.0%
0.00%
-100.0%
Q1 2019$1,376,000
+54.3%
24,900
+211.8%
0.25%
+57.9%
Q2 2017$892,000
-17.5%
7,987
-18.5%
0.16%
-79.0%
Q1 2016$1,081,000
+298.9%
9,800
+292.0%
0.76%
+473.5%
Q2 2015$271,000
-51.3%
2,500
-50.0%
0.13%
-30.9%
Q2 2014$557,000
+813.1%
5,000
+799.3%
0.19%
+430.6%
Q1 2014$61,000
-98.4%
556
-98.5%
0.04%
-98.1%
Q2 2013$3,891,00036,2091.86%
Other shareholders
ISHARES TR shareholders Q3 2015
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