Accel Wealth Management - 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
Accel Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$4,371
-96.3%
89
-96.4%
0.00%
-96.9%
Q3 2022$119,000
-7.8%
2,440
-2.8%
0.06%
-13.5%
Q2 2022$129,000
-6.5%
2,5100.0%0.07%
+4.2%
Q1 2022$138,000
-8.0%
2,5100.0%0.07%
-4.1%
Q4 2021$150,000
-0.7%
2,5100.0%0.07%
-24.5%
Q3 2021$151,000
-0.7%
2,5100.0%0.10%
-3.0%
Q2 2021$152,000
-33.0%
2,510
-34.6%
0.10%
-45.1%
Q1 2021$227,000
+116.2%
3,839
+126.2%
0.18%
+87.8%
Q4 2020$105,0001,6970.10%
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