Rockefeller Capital Management L.P. - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 251 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Rockefeller Capital Management L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,217,278
+41.4%
66,929
+47.4%
0.01%
+33.3%
Q2 2023$2,275,034
+126855.0%
45,418
+28.3%
0.01%
+12.5%
Q1 2023$1,792
+8.3%
35,399
+5.0%
0.01%0.0%
Q4 2022$1,655
-99.9%
33,710
-23.1%
0.01%
-27.3%
Q3 2022$2,107,000
-22.2%
43,861
-17.5%
0.01%
-21.4%
Q2 2022$2,709,000
-9.4%
53,154
-2.2%
0.01%0.0%
Q1 2022$2,990,000
-8.9%
54,328
-1.2%
0.01%
-6.7%
Q4 2021$3,283,000
+5.7%
54,969
+6.4%
0.02%
-6.2%
Q3 2021$3,106,000
+25.5%
51,680
+26.5%
0.02%
+14.3%
Q2 2021$2,474,000
+574.1%
40,846
+555.7%
0.01%
+600.0%
Q1 2021$367,000
+31.1%
6,229
+37.8%
0.00%0.0%
Q4 2020$280,000
+37.3%
4,521
+34.4%
0.00%0.0%
Q3 2020$204,000
+24.4%
3,363
+24.2%
0.00%0.0%
Q2 2020$164,000
+10.1%
2,707
+1.7%
0.00%0.0%
Q1 2020$149,0000.0%2,661
+4.4%
0.00%0.0%
Q4 2019$149,000
+38.0%
2,550
+37.4%
0.00%
+100.0%
Q3 2019$108,000
+248.4%
1,856
+236.8%
0.00%
Q2 2019$31,000
+19.2%
551
+18.0%
0.00%
Q1 2019$26,0004670.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
THEORY FINANCIAL LLC 272,804$16,297,00010.63%
WT Wealth Management 240,251$14,353,0005.27%
Compass Financial Group, Inc. 123,461$7,376,0003.67%
CAPITAL ONE FINANCIAL CORP 495,349$29,592,0003.57%
Global Wealth Management Investment Advisory, Inc. 122,676$7,329,0002.20%
Shelter Mutual Insurance Co 130,000$7,766,0002.01%
Bellwether Advisors, LLC 107,065$6,396,0001.99%
Wayfinding Financial, LLC 41,968$2,432,0001.95%
Avidian Wealth Solutions, LLC 507,933$30,344,0001.89%
Beaumont Capital Management, LLC 50,703$3,029,0001.75%
View complete list of ISHARES TR shareholders