MA Private Wealth - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 290 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
MA Private Wealth ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,280,344
-6.1%
26,635
-2.1%
0.30%
-4.1%
Q2 2023$1,363,400
-1.7%
27,219
-0.6%
0.32%
-6.2%
Q1 2023$1,387,003
+168.8%
27,379
+192.2%
0.34%
+258.5%
Q1 2022$516,000
-7.5%
9,371
+0.4%
0.09%
-6.0%
Q4 2021$558,000
+0.2%
9,333
+0.7%
0.10%
-8.3%
Q3 2021$557,000
-16.2%
9,264
-15.6%
0.11%
-17.4%
Q2 2021$665,000
-8.3%
10,980
-10.6%
0.13%
-12.6%
Q1 2021$725,000
-4.4%
12,276
+0.4%
0.15%
-12.7%
Q4 2020$758,0000.0%12,233
-1.9%
0.17%
-3.4%
Q3 2020$758,000
+2.7%
12,474
+2.1%
0.18%
-3.2%
Q2 2020$738,000
+23.4%
12,218
+14.5%
0.18%
+5.1%
Q1 2020$598,000
-3.5%
10,673
+0.4%
0.18%
-7.4%
Q4 2019$620,000
+1.0%
10,626
+0.9%
0.19%
+9.8%
Q3 2019$614,000
-26.0%
10,529
-27.6%
0.17%
-28.5%
Q2 2019$830,000
-28.3%
14,542
-30.5%
0.24%
-34.1%
Q1 2019$1,157,000
-20.2%
20,923
-23.6%
0.37%
-33.3%
Q4 2018$1,450,00027,3900.55%
Other shareholders
ISHARES TR shareholders Q4 2021
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