Goodwin Investment Advisory - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 285 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.3%.

Quarter-by-quarter ownership
Goodwin Investment Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$90,275
-34.3%
1,878
-31.5%
0.05%
-33.8%
Q2 2023$137,349
-1.3%
2,742
-0.2%
0.08%
-12.1%
Q1 2023$139,163
+25.0%
2,747
+21.2%
0.09%
+15.2%
Q4 2022$111,332
+11.3%
2,267
+8.9%
0.08%
+3.9%
Q3 2022$100,000
-99.9%
2,081
+1.5%
0.08%
-6.2%
Q2 2022$104,543,000
+105499.0%
2,051
+9.6%
0.08%
+19.1%
Q1 2022$99,000
+1880.0%
1,871
+1099.4%
0.07%
+1600.0%
Q4 2021$5,0001560.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,288,667$64,54915.16%
Long Run Wealth Advisors, LLC 715,627$35,845,77411.44%
Kingdom Financial Group LLC. 117,234$5,872,2325.76%
Simplicity Wealth,LLC 136,545$6,839,5504.25%
Japan Science & Technology Agency 7,234,311$362,366,6384.18%
Ratio Wealth Group 314,422$15,749,3983.90%
Shelter Mutual Insurance Co 290,980$14,575,1883.54%
Erickson Financial Group, LLC 74,264$3,719,8843.38%
Quantitative Strategies, Inc. 98,786$4,948,1913.32%
Westover Capital Advisors, LLC 166,432$8,336,5792.90%
View complete list of ISHARES TR shareholders