Advocacy Wealth Management Services, LLC - 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
Advocacy Wealth Management Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2017$6,000
-86.0%
50
-86.9%
0.00%
-76.5%
Q3 2017$43,000
-99.1%
382
-99.1%
0.02%
-99.0%
Q2 2017$4,858,000
-34.9%
43,498
-35.9%
1.74%
-33.0%
Q1 2017$7,458,000
-17.0%
67,857
-14.1%
2.60%
-25.3%
Q3 2016$8,987,000
+50.8%
78,966
+50.2%
3.48%
+15.8%
Q2 2016$5,958,000
+101.0%
52,565
+95.6%
3.01%
+46.1%
Q1 2016$2,964,00026,870
+671650.0%
2.06%
Q2 2013$040.00%
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