Selective Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 164 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$8,000
+33.3%
163
+46.8%
0.00%
+50.0%
Q2 2022$6,0000.0%1110.0%0.00%0.0%
Q1 2022$6,000
-14.3%
1110.0%0.00%
-33.3%
Q4 2021$7,000
+250.0%
111
+236.4%
0.00%
+200.0%
Q3 2021$2,0000.0%330.0%0.00%
-50.0%
Q2 2021$2,0000.0%330.0%0.00%0.0%
Q1 2021$2,000
-83.3%
33
-83.4%
0.00%
-75.0%
Q4 2020$12,0000.0%1990.0%0.01%
-11.1%
Q3 2020$12,0000.0%1990.0%0.01%
-10.0%
Q2 2020$12,000
+9.1%
1990.0%0.01%
-41.2%
Q1 2020$11,0001990.02%
Other shareholders
ISHARES TR shareholders Q1 2020
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