LYELL WEALTH MANAGEMENT, LP - 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
LYELL WEALTH MANAGEMENT, LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$486,468
-40.8%
10,120
-38.3%
0.06%
-38.1%
Q2 2023$821,977
-7.9%
16,410
-6.8%
0.10%
-16.0%
Q1 2023$892,123
+22.6%
17,610
+18.8%
0.12%
+8.7%
Q4 2022$727,810
-23.8%
14,820
-25.4%
0.12%
-29.4%
Q3 2022$955,000
-15.7%
19,870
-10.6%
0.16%
-11.9%
Q2 2022$1,133,000
+4.6%
22,230
+13.0%
0.18%
+33.1%
Q1 2022$1,083,000
+0.7%
19,680
+9.3%
0.14%
+13.0%
Q4 2021$1,075,000
+31.3%
18,000
+32.2%
0.12%
+23.0%
Q3 2021$819,000
-0.7%
13,6200.0%0.10%
-2.0%
Q2 2021$825,000
-1.8%
13,620
-4.2%
0.10%
-16.4%
Q1 2021$840,000
+34.2%
14,220
+40.8%
0.12%
+22.0%
Q4 2020$626,00010,1000.10%
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