Anchor Investment Management, 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
Anchor Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$22,964
+6.6%
4480.0%0.00%0.0%
Q3 2023$21,535
-4.0%
4480.0%0.00%0.0%
Q2 2023$22,440
-54.1%
448
-53.6%
0.00%
-57.1%
Q1 2023$48,938
+122.4%
966
+115.6%
0.01%
+133.3%
Q4 2022$22,001
-29.8%
448
-31.3%
0.00%
-40.0%
Q3 2022$31,329
-5.7%
6520.0%0.01%0.0%
Q2 2022$33,232
+34.8%
652
+45.5%
0.01%
+66.7%
Q1 2022$24,658
-7.9%
4480.0%0.00%0.0%
Q4 2021$26,764
-0.6%
4480.0%0.00%
-25.0%
Q3 2021$26,925
-0.8%
4480.0%0.00%0.0%
Q2 2021$27,144
+2.6%
4480.0%0.00%0.0%
Q1 2021$26,450
-4.7%
4480.0%0.00%
-20.0%
Q4 2020$27,763
+2.0%
4480.0%0.01%
-16.7%
Q3 2020$27,229
+0.6%
4480.0%0.01%0.0%
Q2 2020$27,068
+7.9%
4480.0%0.01%0.0%
Q1 2020$25,097
-3.9%
4480.0%0.01%0.0%
Q4 2019$26,118
+0.0%
4480.0%0.01%0.0%
Q3 2019$26,109
+2.1%
4480.0%0.01%0.0%
Q2 2019$25,567
+3.2%
4480.0%0.01%0.0%
Q1 2019$24,765
+4.4%
4480.0%0.01%
-14.3%
Q4 2018$23,722
-1.2%
4480.0%0.01%
+40.0%
Q3 2018$24,022
+0.1%
448
+100.0%
0.01%
-16.7%
Q2 2018$23,997
-1.7%
2240.0%0.01%0.0%
Q1 2018$24,409
-2.7%
2240.0%0.01%
-14.3%
Q4 2017$25,095
-0.2%
2240.0%0.01%0.0%
Q3 2017$25,140
+0.5%
2240.0%0.01%
-12.5%
Q2 2017$25,016
+1.6%
2240.0%0.01%0.0%
Q1 2017$24,620
+0.6%
2240.0%0.01%
-11.1%
Q4 2016$24,465
-4.0%
2240.0%0.01%
-10.0%
Q3 2016$25,493
+0.4%
2240.0%0.01%0.0%
Q2 2016$25,390
+2.8%
2240.0%0.01%0.0%
Q1 2016$24,7072240.01%
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