Sensible Financial Planning & Management, 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
Sensible Financial Planning & Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$62,392
-3.3%
1,297,939
+0.7%
15.69%
+3.5%
Q2 2023$64,549
-0.0%
1,288,667
+1.1%
15.16%
-0.5%
Q1 2023$64,561
+3.5%
1,274,402
+0.4%
15.23%
-1.7%
Q4 2022$62,353
-99.9%
1,269,661
-3.0%
15.49%
-4.2%
Q3 2022$62,883,000
+4.9%
1,308,701
+11.3%
16.18%
+7.0%
Q2 2022$59,930,000
+108.3%
1,175,793
+124.9%
15.12%
+96.7%
Q1 2022$28,772,000522,7547.69%
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