Freedom Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 329 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.4%.

Quarter-by-quarter ownership
Freedom Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2015$445,000
-36.8%
2,835
-59.6%
0.04%
-37.5%
Q2 2015$704,000
+98.3%
7,012
+111.9%
0.07%
-28.7%
Q3 2013$355,000
-57.7%
3,309
-57.6%
0.10%
-64.6%
Q2 2013$839,000
-1.1%
7,812
+3.7%
0.28%
+0.7%
Q1 2013$848,0007,5300.28%
Other shareholders
ISHARES TR shareholders Q3 2023
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