CreativeOne Wealth, 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
CreativeOne Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$470
-15.0%
9,768
-11.5%
0.03%
+142.9%
Q2 2023$553
+76.7%
11,040
+78.6%
0.01%
-6.7%
Q1 2023$313
-99.9%
6,183
+48.3%
0.02%
+36.4%
Q2 2022$212,000
-47.8%
4,169
-43.5%
0.01%
-47.6%
Q1 2022$406,000
-2.6%
7,377
+5.7%
0.02%0.0%
Q4 2021$417,000
+12.1%
6,980
+12.8%
0.02%
-4.5%
Q3 2021$372,0006,1860.02%
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