Compass Financial Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 284 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Compass Financial Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$6,286,000
-7.0%
123,337
+0.5%
4.00%
-1.1%
Q1 2022$6,756,000
-8.4%
122,752
-0.6%
4.05%
+10.3%
Q4 2021$7,376,000
+0.6%
123,461
+1.2%
3.67%
-8.6%
Q3 2021$7,329,000
-1.3%
121,947
-0.5%
4.02%
+5.2%
Q2 2021$7,429,000
+3.1%
122,609
+0.4%
3.82%
-6.4%
Q1 2021$7,208,000
-7.3%
122,094
-2.7%
4.08%
-12.8%
Q4 2020$7,775,000
+1.2%
125,468
-0.7%
4.68%
-16.1%
Q3 2020$7,683,000126,4005.58%
Other shareholders
ISHARES TR shareholders Q1 2022
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