Manning & Napier Group, LLC - 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
Manning & Napier Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$21,831,375
-1.7%
454,158
+2.4%
0.27%
+6.7%
Q2 2023$22,211,910
-4.2%
443,440
-3.1%
0.25%
-5.9%
Q1 2023$23,194,124
+3.4%
457,839
+0.3%
0.27%
-2.2%
Q4 2022$22,425,050
-1.9%
456,629
-4.0%
0.28%
-7.4%
Q3 2022$22,857,000
-2.4%
475,703
+3.6%
0.30%
+10.4%
Q2 2022$23,414,000
-13.7%
459,377
-6.8%
0.27%
+4.7%
Q1 2022$27,126,000
-24.2%
492,853
-17.7%
0.26%
-13.7%
Q4 2021$35,771,000
-0.8%
598,795
-0.2%
0.30%
-3.2%
Q3 2021$36,049,000
-26.9%
599,830
-26.3%
0.31%
-23.5%
Q2 2021$49,338,000
+4.6%
814,313
+1.9%
0.40%
+1.0%
Q1 2021$47,175,000
+40.6%
799,072
+47.6%
0.40%
+28.2%
Q4 2020$33,548,000
+202.5%
541,364
+196.6%
0.31%
+176.1%
Q3 2020$11,092,000
-7.2%
182,499
-7.7%
0.11%
-11.7%
Q2 2020$11,949,000
+206.9%
197,773
+184.5%
0.13%
+178.3%
Q1 2020$3,893,000
+84.3%
69,509
+91.8%
0.05%
+100.0%
Q4 2019$2,112,000
+11.2%
36,242
+11.2%
0.02%
+9.5%
Q3 2019$1,900,000
+8.4%
32,603
+6.2%
0.02%
+10.5%
Q2 2019$1,752,00030,7100.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,269,661$62,35315.49%
Simplicity Wealth,LLC 111,005$5,451,4784.81%
Long Run Wealth Advisors, LLC 253,421$12,445,4854.48%
Erickson Financial Group, LLC 65,632$3,223,1883.49%
Global Wealth Strategies & Associates 103,501$5,082,9342.95%
MCF Advisors LLC 483,375$23,738,5482.42%
Center For Asset Management LLC 52,785$2,592,2762.42%
Arcadia Wealth Management, LLC 54,716$2,687,1232.36%
Personal Capital Advisors Corp 9,741,579$478,408,9352.32%
Wayfinding Financial, LLC 41,968$2,4321.95%
View complete list of ISHARES TR shareholders