Truvestments Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 144 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Truvestments Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$392,927
-8.7%
8,174
-4.9%
0.20%
-4.2%
Q2 2023$430,362
-1.2%
8,592
-0.0%
0.21%
-7.8%
Q1 2023$435,430
-13.0%
8,595
-15.6%
0.23%
-17.7%
Q4 2022$500,319
-9.0%
10,188
-10.9%
0.28%
-18.7%
Q3 2022$550,000
-7.6%
11,439
-2.1%
0.35%
-0.3%
Q2 2022$595,000
-9.0%
11,679
-1.7%
0.35%
-3.1%
Q1 2022$654,000
-14.3%
11,884
-6.9%
0.36%
-6.3%
Q4 2021$763,000
+5.5%
12,769
+6.2%
0.38%
-4.0%
Q3 2021$723,000
-13.6%
12,023
-13.0%
0.40%
-13.1%
Q2 2021$837,000
-1.1%
13,817
-3.6%
0.46%
-4.0%
Q1 2021$846,000
+4.7%
14,337
+9.8%
0.48%
-14.8%
Q4 2020$808,000
-4.7%
13,053
-6.5%
0.56%
-26.8%
Q3 2020$848,000
+23.4%
13,954
+22.6%
0.77%
+9.4%
Q2 2020$687,000
+12.8%
11,383
+4.6%
0.70%
-9.6%
Q1 2020$609,000
+2437.5%
10,880
+2528.0%
0.77%
+4737.5%
Q3 2019$24,0000.0%4140.0%0.02%0.0%
Q2 2019$24,000
+4.3%
4140.0%0.02%
-11.1%
Q1 2019$23,0004140.02%
Other shareholders
ISHARES TR shareholders Q2 2019
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