CreativeOne Wealth, 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
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 Q1 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,288,667$64,54915.16%
Long Run Wealth Advisors, LLC 715,627$35,845,77411.44%
Kingdom Financial Group LLC. 117,234$5,872,2325.76%
Simplicity Wealth,LLC 136,545$6,839,5504.25%
Japan Science & Technology Agency 7,234,311$362,366,6384.18%
Ratio Wealth Group 314,422$15,749,3983.90%
Shelter Mutual Insurance Co 290,980$14,575,1883.54%
Erickson Financial Group, LLC 74,264$3,719,8843.38%
Quantitative Strategies, Inc. 98,786$4,948,1913.32%
Westover Capital Advisors, LLC 166,432$8,336,5792.90%
View complete list of ISHARES TR shareholders