Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 218 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.

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 Q3 2020
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