Koss-Olinger Consulting, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 309 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.24 and the average weighting 0.3%.

Quarter-by-quarter ownership
Koss-Olinger Consulting, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$418,000
-7.7%
8,324
-5.8%
0.04%
-11.4%
Q4 2023$453,000
+7.1%
8,838
+0.4%
0.04%
-29.0%
Q3 2023$423,000
-4.1%
8,8050.0%0.06%
+21.6%
Q2 2023$441,000
-8.9%
8,805
-7.9%
0.05%
-15.0%
Q1 2023$484,000
+3.2%
9,5600.0%0.06%
-10.4%
Q4 2022$469,000
-5.4%
9,560
-7.3%
0.07%
-20.2%
Q3 2022$496,000
-5.7%
10,3150.0%0.08%
-12.5%
Q2 2022$526,000
-7.2%
10,315
+0.1%
0.10%
+5.5%
Q1 2022$567,00010,3090.09%
Other shareholders
ISHARES TR shareholders Q1 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