Lloyd Advisory Services, LLC. - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 218 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.

Quarter-by-quarter ownership
Lloyd Advisory Services, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$371,000
-37.3%
7,276
-32.4%
0.29%
+4.7%
Q1 2022$592,000
-9.2%
10,757
-1.5%
0.28%
-8.3%
Q4 2021$652,000
-0.3%
10,919
+0.3%
0.30%
-10.4%
Q3 2021$654,000
-3.7%
10,888
-2.9%
0.34%
-2.0%
Q2 2021$679,000
+5.3%
11,208
+2.6%
0.34%
-2.3%
Q1 2021$645,000
-4.9%
10,920
-0.2%
0.35%
-5.4%
Q4 2020$678,000
-1.3%
10,946
-3.2%
0.37%
-11.2%
Q3 2020$687,000
+2.1%
11,306
+1.5%
0.42%
-1.2%
Q2 2020$673,000
+36.0%
11,135
+26.1%
0.42%
+15.6%
Q1 2020$495,000
+11.2%
8,831
+15.7%
0.37%
-9.6%
Q4 2019$445,0007,6310.40%
Other shareholders
ISHARES TR shareholders Q3 2020
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