Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 144 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$266
-100.0%
5,244
-48.2%
0.02%0.0%
Q1 2021$605,000
-21.1%
10,128
-18.2%
0.02%
-36.4%
Q4 2020$767,000
-1.4%
12,377
-3.3%
0.03%
-15.4%
Q3 2020$778,000
-21.7%
12,794
-22.2%
0.04%
-29.1%
Q2 2020$993,000
-1.9%
16,443
-9.0%
0.06%
-26.7%
Q1 2020$1,012,000
-4.3%
18,072
-0.3%
0.08%
-7.4%
Q4 2019$1,057,000
-1.9%
18,135
-1.9%
0.08%
-9.0%
Q3 2019$1,078,000
+15.7%
18,491
+9.7%
0.09%
-14.4%
Q1 2019$932,000
-1.8%
16,861
-5.9%
0.10%
-22.4%
Q4 2018$949,00017,9170.13%
Other shareholders
ISHARES TR shareholders Q1 2019
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