Bellwether Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 246 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Bellwether Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,709,873
-4.5%
35,570
-0.5%
0.46%
-11.8%
Q2 2023$1,790,693
-7.0%
35,750
-6.0%
0.53%
-0.2%
Q1 2023$1,926,404
-16.2%
38,026
-18.8%
0.53%
-21.0%
Q4 2022$2,299,416
-44.1%
46,821
-45.3%
0.67%
-50.7%
Q3 2022$4,111,000
-14.1%
85,565
-8.8%
1.36%
-11.9%
Q2 2022$4,784,000
-18.1%
93,869
-11.6%
1.54%
-11.6%
Q1 2022$5,842,000
-8.7%
106,145
-0.9%
1.74%
-12.6%
Q4 2021$6,396,000
-3.3%
107,065
-2.8%
1.99%
-9.6%
Q3 2021$6,617,000
-2.9%
110,102
-2.2%
2.20%
-6.4%
Q2 2021$6,817,000
-7.6%
112,524
-9.9%
2.35%
-19.5%
Q1 2021$7,375,000
-9.9%
124,935
-5.4%
2.92%
-18.9%
Q4 2020$8,184,000132,0773.60%
Other shareholders
ISHARES TR shareholders Q2 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