Selective Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 270 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q2 2022
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