Aveo Capital Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 309 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.24 and the average weighting 0.3%.

Quarter-by-quarter ownership
Aveo Capital Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$4,230,042
+2.2%
84,247
+1.5%
0.48%
+6.4%
Q1 2024$4,139,011
+5.4%
82,996
+8.3%
0.45%
-4.9%
Q4 2023$3,927,439
+3.2%
76,618
-3.2%
0.47%
-5.2%
Q3 2023$3,805,558
-1.8%
79,167
+2.3%
0.50%
+1.6%
Q2 2023$3,876,465
+0.6%
77,390
+1.7%
0.49%
-4.3%
Q1 2023$3,853,149
-9.0%
76,059
-1.1%
0.51%
-31.1%
Q1 2022$4,234,000
-6.5%
76,931
+1.5%
0.75%
-8.1%
Q4 2021$4,526,000
-5.4%
75,764
-4.9%
0.81%
-18.6%
Q3 2021$4,786,000
+19.4%
79,635
+20.7%
1.00%
-30.8%
Q3 2020$4,009,000
+30.4%
65,964
+24.5%
1.44%
+13.6%
Q3 2019$3,074,000
+10.7%
53,004
+9.0%
1.27%
+5.3%
Q2 2019$2,776,000
+41.7%
48,621
+178.0%
1.21%
+85.0%
Q4 2017$1,959,000
+12.1%
17,490
+11.8%
0.65%
+5.8%
Q2 2017$1,748,00015,6480.62%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,274,402$64,56115.23%
Long Run Wealth Advisors, LLC 283,773$14,375,9294.89%
Simplicity Wealth,LLC 141,845$7,185,8714.78%
Japan Science & Technology Agency 7,234,311$366,490,1953.99%
Erickson Financial Group, LLC 66,174$3,352,3753.32%
Westover Capital Advisors, LLC 166,751$8,447,6063.13%
Center For Asset Management LLC 56,703$2,872,5702.81%
Arcadia Wealth Management, LLC 58,756$2,976,5902.47%
Trivant Custom Portfolio Group, LLC 66,979$3,393,1562.42%
MCF Advisors LLC 507,605$25,715,2862.40%
View complete list of ISHARES TR shareholders