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. 1,288,667$64,54915.16%
Long Run Wealth Advisors, LLC 715,627$35,845,77411.44%
Kingdom Financial Group LLC. 117,234$5,872,2325.76%
Simplicity Wealth,LLC 136,545$6,839,5504.25%
Japan Science & Technology Agency 7,234,311$362,366,6384.18%
Ratio Wealth Group 314,422$15,749,3983.90%
Shelter Mutual Insurance Co 290,980$14,575,1883.54%
Erickson Financial Group, LLC 74,264$3,719,8843.38%
Quantitative Strategies, Inc. 98,786$4,948,1913.32%
Westover Capital Advisors, LLC 166,432$8,336,5792.90%
View complete list of ISHARES TR shareholders