Lloyd Advisory Services, 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
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 Q4 2021
NameSharesValueWeighting ↓
THEORY FINANCIAL LLC 272,804$16,297,00010.63%
WT Wealth Management 240,251$14,353,0005.27%
Compass Financial Group, Inc. 123,461$7,376,0003.67%
CAPITAL ONE FINANCIAL CORP 495,349$29,592,0003.57%
Global Wealth Management Investment Advisory, Inc. 122,676$7,329,0002.20%
Shelter Mutual Insurance Co 130,000$7,766,0002.01%
Bellwether Advisors, LLC 107,065$6,396,0001.99%
Wayfinding Financial, LLC 41,968$2,432,0001.95%
Avidian Wealth Solutions, LLC 507,933$30,344,0001.89%
Beaumont Capital Management, LLC 50,703$3,029,0001.75%
View complete list of ISHARES TR shareholders