OSAIC HOLDINGS, INC. - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 321 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.4%.

Quarter-by-quarter ownership
OSAIC HOLDINGS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$30,066,797
+148.3%
625,473
+158.7%
0.04%
+100.0%
Q2 2023$12,109,490
+10.1%
241,786
+11.4%
0.02%
+4.8%
Q1 2023$10,999,537
+61.5%
217,120
+56.6%
0.02%
+50.0%
Q4 2022$6,810,932
-8.2%
138,670
-10.2%
0.01%
-17.6%
Q3 2022$7,421,000
+7.8%
154,419
+14.3%
0.02%
+13.3%
Q2 2022$6,887,000
-54.3%
135,113
-50.8%
0.02%
-48.3%
Q1 2022$15,078,000
-12.8%
274,898
-5.0%
0.03%
-12.1%
Q4 2021$17,290,000
-10.7%
289,390
-10.1%
0.03%
-17.5%
Q3 2021$19,351,000
+177.5%
321,940
+179.8%
0.04%
+166.7%
Q2 2021$6,973,000
+3.2%
115,066
+0.6%
0.02%
-6.2%
Q1 2021$6,755,000
-57.0%
114,404
-54.9%
0.02%
-61.9%
Q4 2020$15,717,000
-19.7%
253,612
-21.2%
0.04%
-28.8%
Q3 2020$19,571,000
+104.2%
321,979
+103.0%
0.06%
+84.4%
Q2 2020$9,582,000
+176.1%
158,577
+155.8%
0.03%
+128.6%
Q1 2020$3,471,00061,9880.01%
Other shareholders
ISHARES TR shareholders Q2 2023
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