Golden State Equity Partners - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 259 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Golden State Equity Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$453,348
-3.0%
9,431
+1.1%
0.13%
-3.8%
Q2 2023$467,189
-45.4%
9,327
-44.8%
0.13%
-71.7%
Q1 2023$855,850
+142.5%
16,894
+163.4%
0.46%
+160.1%
Q1 2022$353,000
-8.1%
6,414
-0.2%
0.18%
-8.2%
Q4 2021$384,000
-1.0%
6,429
-0.5%
0.19%
+22.8%
Q3 2021$388,000
+3.2%
6,463
+4.1%
0.16%
+9.0%
Q2 2021$376,000
+2.5%
6,207
-0.1%
0.14%
-30.6%
Q1 2021$367,000
-1.3%
6,211
+3.2%
0.21%
-18.4%
Q4 2020$372,0006,0190.26%
Other shareholders
ISHARES TR shareholders Q3 2021
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