55I, LLC - 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
55I, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$2,028,000
+92.2%
36,845
+108.6%
0.05%
+77.8%
Q4 2021$1,055,000
+45.9%
17,664
+46.9%
0.03%
+22.7%
Q3 2021$723,000
-18.3%
12,027
-17.7%
0.02%
-29.0%
Q2 2021$885,000
-67.2%
14,609
-68.1%
0.03%
-77.2%
Q1 2021$2,700,000
+15.1%
45,739
+20.8%
0.14%
-22.3%
Q4 2020$2,346,000
+52.1%
37,865
+49.2%
0.18%
+25.9%
Q3 2020$1,542,000
+32.5%
25,373
+31.7%
0.14%
-20.6%
Q2 2020$1,164,000
+294.6%
19,273
+261.4%
0.18%
-25.2%
Q1 2019$295,000
-28.0%
5,333
-31.1%
0.23%
-43.2%
Q4 2018$410,0007,7420.41%
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