Wescott Financial Advisory Group, 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
Wescott Financial Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$393,613
-3.0%
8,188
+1.0%
0.07%0.0%
Q2 2023$405,879
-0.2%
8,103
+1.0%
0.07%
-18.2%
Q1 2023$406,524
+3.8%
8,025
+0.6%
0.09%
+4.8%
Q4 2022$391,6797,9760.08%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
THEORY FINANCIAL LLC 272,804$16,297,00010.63%
WT Wealth Management 240,251$14,353,0005.27%
Compass Financial Group, Inc. 123,461$7,376,0003.67%
CAPITAL ONE FINANCIAL CORP 495,349$29,592,0003.57%
Global Wealth Management Investment Advisory, Inc. 122,676$7,329,0002.20%
Shelter Mutual Insurance Co 130,000$7,766,0002.01%
Bellwether Advisors, LLC 107,065$6,396,0001.99%
Wayfinding Financial, LLC 41,968$2,432,0001.95%
Avidian Wealth Solutions, LLC 507,933$30,344,0001.89%
Beaumont Capital Management, LLC 50,703$3,029,0001.75%
View complete list of ISHARES TR shareholders