Golden State Equity Partners - 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
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 Q4 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