Diligent Investors, LLC - 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
Diligent Investors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,049,769
-17.9%
42,641
-14.5%
0.63%
-15.2%
Q2 2023$2,496,809
-6.6%
49,846
-5.5%
0.74%
-10.5%
Q1 2023$2,671,818
+2.3%
52,740
-0.8%
0.82%
-3.2%
Q4 2022$2,610,572
-3.9%
53,158
-6.0%
0.85%
-12.1%
Q3 2022$2,717,000
-7.4%
56,550
-1.8%
0.97%
-3.5%
Q2 2022$2,934,000
-13.8%
57,568
-6.9%
1.00%
+1.6%
Q1 2022$3,404,000
-17.6%
61,853
-10.5%
0.99%
-14.5%
Q4 2021$4,130,000
+22.6%
69,127
+24.3%
1.16%
+0.8%
Q3 2021$3,369,0000.0%55,6090.0%1.15%
+0.2%
Q2 2021$3,369,000
+10.1%
55,609
+7.3%
1.14%
+2.5%
Q1 2021$3,059,000
-0.1%
51,813
+4.8%
1.12%
-9.3%
Q4 2020$3,063,000
+5.3%
49,424
+3.2%
1.23%
-7.4%
Q3 2020$2,910,000
-2.0%
47,881
-2.6%
1.33%
-8.7%
Q2 2020$2,970,000
+8.2%
49,156
+0.3%
1.46%
-11.4%
Q1 2020$2,745,000
-6.3%
49,002
-2.5%
1.64%
+24.0%
Q4 2019$2,929,000
+36.5%
50,240
+36.4%
1.32%
+26.3%
Q3 2019$2,146,000
+7.7%
36,825
+5.4%
1.05%
+5.8%
Q2 2019$1,993,00034,9290.99%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,269,661$62,35315.49%
Simplicity Wealth,LLC 111,005$5,451,4784.81%
Long Run Wealth Advisors, LLC 253,421$12,445,4854.48%
Erickson Financial Group, LLC 65,632$3,223,1883.49%
Global Wealth Strategies & Associates 103,501$5,082,9342.95%
MCF Advisors LLC 483,375$23,738,5482.42%
Center For Asset Management LLC 52,785$2,592,2762.42%
Arcadia Wealth Management, LLC 54,716$2,687,1232.36%
Personal Capital Advisors Corp 9,741,579$478,408,9352.32%
Wayfinding Financial, LLC 41,968$2,4321.95%
View complete list of ISHARES TR shareholders