CAHABA WEALTH MANAGEMENT, INC. - 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
CAHABA WEALTH MANAGEMENT, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$464,539
-3.0%
9,664
+1.1%
0.05%
-1.9%
Q2 2023$479,015
-0.2%
9,563
+1.0%
0.05%
-5.5%
Q1 2023$479,776
+3.8%
9,471
+0.6%
0.06%
-3.5%
Q4 2022$462,256
+3.4%
9,413
+1.2%
0.06%
-8.1%
Q3 2022$447,000
-4.9%
9,303
+0.8%
0.06%
-7.5%
Q2 2022$470,000
-1.7%
9,232
+0.5%
0.07%
+1.5%
Q1 2022$478,000
-23.6%
9,189
-12.3%
0.07%
-20.5%
Q4 2021$626,000
+0.3%
10,473
+0.8%
0.08%
-9.8%
Q3 2021$624,000
-1.6%
10,395
+0.4%
0.09%
-6.1%
Q2 2021$634,000
-3.1%
10,357
-6.5%
0.10%
-3.0%
Q1 2021$654,000
-3.1%
11,079
+0.4%
0.10%
-9.0%
Q4 2020$675,000
-32.2%
11,034
-32.7%
0.11%
-43.7%
Q3 2020$996,000
-1.7%
16,390
+0.3%
0.20%
-5.7%
Q2 2020$1,013,000
-26.3%
16,349
-33.4%
0.21%
-40.3%
Q1 2020$1,375,000
-14.5%
24,556
-11.0%
0.35%
-1.7%
Q4 2019$1,609,000
+1.3%
27,603
+1.3%
0.36%
-6.1%
Q3 2019$1,588,000
+5.1%
27,253
+2.9%
0.38%
+0.5%
Q2 2019$1,511,000
+10.8%
26,491
+7.4%
0.38%
+2.4%
Q1 2019$1,364,000
+4.9%
24,674
+0.5%
0.37%
-8.2%
Q4 2018$1,300,000
+2.4%
24,563
+3.3%
0.40%
-3.4%
Q3 2018$1,269,000
+48.9%
23,784
+199.8%
0.42%
+40.2%
Q2 2018$852,0007,9340.30%
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