Delos Wealth Advisors, LLC - 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
Delos Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,217
-11.3%
166
-10.3%
0.01%
-16.7%
Q2 2023$9,267
-1.1%
1850.0%0.01%0.0%
Q1 2023$9,373
+10.3%
185
+6.9%
0.01%
-7.7%
Q4 2022$8,496
-15.0%
173
-19.5%
0.01%
+8.3%
Q3 2022$10,000
-9.1%
215
-3.2%
0.01%0.0%
Q2 2022$11,000
-8.3%
222
+1.8%
0.01%0.0%
Q1 2022$12,000
+50.0%
218
+55.7%
0.01%
+50.0%
Q4 2021$8,0000.0%1400.0%0.01%
-11.1%
Q3 2021$8,0001400.01%
Other shareholders
ISHARES TR shareholders Q4 2021
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