WT Wealth Management - 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
WT Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$224,880
-52.8%
4,439
-54.3%
0.10%
-58.2%
Q4 2022$476,514
-84.0%
9,703
-84.3%
0.23%
-84.5%
Q3 2022$2,974,000
-66.3%
61,889
-64.2%
1.50%
-65.6%
Q2 2022$8,814,000
-37.3%
172,927
-32.3%
4.35%
-19.3%
Q1 2022$14,051,000
-2.1%
255,279
+6.3%
5.40%
+2.4%
Q4 2021$14,353,000
-6.7%
240,251
-6.1%
5.27%
-11.2%
Q3 2021$15,382,000
+12.8%
255,936
+13.7%
5.93%
+7.4%
Q2 2021$13,634,000
-0.8%
225,018
-3.4%
5.52%
-13.1%
Q1 2021$13,748,000
+228.5%
232,851
+244.8%
6.36%
+178.5%
Q4 2020$4,185,000
+1.1%
67,537
-0.9%
2.28%
-16.8%
Q3 2020$4,141,000
+222.3%
68,147
+220.4%
2.74%
+165.0%
Q2 2020$1,285,00021,2701.04%
Other shareholders
ISHARES TR shareholders Q2 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