Foundations Investment Advisors, 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
Foundations Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,035,719
+8.5%
21,546
+13.1%
0.03%0.0%
Q2 2023$954,330
+210.6%
19,052
+214.1%
0.03%
+190.9%
Q1 2023$307,237
-10.0%
6,065
-12.7%
0.01%
-21.4%
Q4 2022$341,202
+51.0%
6,948
+47.8%
0.01%
+40.0%
Q3 2022$226,000
-5.8%
4,700
+0.2%
0.01%0.0%
Q2 2022$240,000
-9.4%
4,692
-6.1%
0.01%0.0%
Q1 2022$265,000
-21.4%
4,999
-12.9%
0.01%
-23.1%
Q4 2021$337,000
-3.2%
5,741
-0.8%
0.01%
-13.3%
Q3 2021$348,000
-31.5%
5,789
-30.7%
0.02%
-37.5%
Q2 2021$508,0008,3560.02%
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