SWMG, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 329 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.4%.

Quarter-by-quarter ownership
SWMG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$2,199,101
+11.9%
43,903
+13.2%
1.15%
+4.9%
Q1 2023$1,965,405
-15.9%
38,796
-18.5%
1.10%
-22.5%
Q4 2022$2,337,390
+9.0%
47,595
+6.6%
1.41%
+1.1%
Q3 2022$2,145,00044,6441.40%
Other shareholders
ISHARES TR shareholders Q3 2023
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