Fermata Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 262 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$204,000
-61.8%
4,006
-58.7%
0.07%
-64.5%
Q1 2022$534,000
-20.4%
9,707
-13.6%
0.20%
-18.7%
Q4 2021$671,000
-34.7%
11,231
-34.3%
0.25%
-45.7%
Q3 2021$1,027,000
-40.9%
17,091
-40.4%
0.45%
-55.1%
Q2 2021$1,738,000
+343.4%
28,688
+331.3%
1.01%
+206.1%
Q1 2021$392,0006,6510.33%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,308,701$62,883,00016.18%
Aprio Wealth Management, LLC 326,105$15,669,0006.29%
Long Run Wealth Advisors, LLC 236,846$11,380,0004.51%
Insight Wealth Partners, LLC 71,772$3,449,0003.25%
Center For Asset Management LLC 53,672$2,579,0002.56%
Allworth Financial LP 3,395,318$163,145,0002.06%
Shelter Mutual Insurance Co 130,000$6,247,0002.02%
Tolleson Wealth Management, Inc. 124,645$5,989,0001.80%
IVC Wealth Advisors LLC 43,542$2,092,0001.68%
Avidian Wealth Solutions, LLC 451,034$21,672,0001.57%
View complete list of ISHARES TR shareholders