Sensible Financial Planning & Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 321 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.4%.

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 Q2 2023
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,288,667$64,54915.16%
Long Run Wealth Advisors, LLC 715,627$35,845,77411.44%
Kingdom Financial Group LLC. 117,234$5,872,2325.76%
Simplicity Wealth,LLC 136,545$6,839,5504.25%
Japan Science & Technology Agency 7,234,311$362,366,6384.18%
Ratio Wealth Group 314,422$15,749,3983.90%
Shelter Mutual Insurance Co 290,980$14,575,1883.54%
Erickson Financial Group, LLC 74,264$3,719,8843.38%
Quantitative Strategies, Inc. 98,786$4,948,1913.32%
Westover Capital Advisors, LLC 166,432$8,336,5792.90%
View complete list of ISHARES TR shareholders