NWAM LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 290 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
NWAM LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$912,680
-20.2%
18,015
-22.7%
0.09%
-7.9%
Q4 2022$1,144,376
+17.1%
23,302
+14.7%
0.10%
+8.6%
Q3 2022$977,000
-7.5%
20,323
-1.2%
0.09%
-5.1%
Q2 2022$1,056,000
-34.9%
20,565
-30.2%
0.10%
-21.6%
Q1 2022$1,621,000
+41.0%
29,447
+53.0%
0.12%
+37.4%
Q4 2021$1,150,000
+48.8%
19,251
+49.7%
0.09%
+30.0%
Q3 2021$773,000
-3.1%
12,857
-2.4%
0.07%
-5.4%
Q2 2021$798,000
-17.6%
13,170
-19.7%
0.07%
-22.9%
Q1 2021$969,000
+107.1%
16,405
+117.2%
0.10%
+81.1%
Q4 2020$468,0007,5520.05%
Other shareholders
ISHARES TR shareholders Q4 2021
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