1900 WEALTH MANAGEMENT LLC - 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
1900 WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,340,967
-22.5%
111,108
-19.2%
0.53%
-24.8%
Q2 2023$6,888,429
-2.1%
137,521
-3.1%
0.71%
-6.2%
Q1 2023$7,034,617
+1.7%
141,862
+0.7%
0.76%
+0.8%
Q4 2022$6,916,164
-0.8%
140,830
-2.9%
0.75%
-8.0%
Q3 2022$6,972,000
-7.6%
145,095
-2.0%
0.82%
-1.0%
Q2 2022$7,545,000
-22.1%
148,027
-15.9%
0.82%
-10.7%
Q1 2022$9,690,000
-27.9%
176,063
-21.7%
0.92%
-24.1%
Q4 2021$13,439,000
-39.4%
224,964
-39.1%
1.22%
-43.6%
Q3 2021$22,194,000
-29.8%
369,281
-29.3%
2.15%
-28.8%
Q2 2021$31,633,000
+33.4%
522,080
+30.0%
3.03%
+68.8%
Q1 2021$23,707,000
+82.6%
401,533
+91.7%
1.79%
+18.2%
Q4 2020$12,982,000209,4961.52%
Other shareholders
ISHARES TR shareholders Q4 2021
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