Newbridge Financial Services Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 259 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Newbridge Financial Services Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$22,351
-9.7%
446
-8.6%
0.01%
-15.4%
Q1 2023$24,746
+3.8%
488
+0.6%
0.01%
-7.1%
Q4 2022$23,842
-31.9%
485
-33.7%
0.01%
-33.3%
Q3 2022$35,000
+45.8%
732
+53.8%
0.02%
+40.0%
Q2 2022$24,000
-7.7%
476
+0.6%
0.02%
+15.4%
Q1 2022$26,000
+766.7%
473
+951.1%
0.01%
+1200.0%
Q4 2021$3,0000.0%450.0%0.00%
-50.0%
Q3 2021$3,0000.0%45
+2.3%
0.00%0.0%
Q2 2021$3,0000.0%440.0%0.00%0.0%
Q1 2021$3,000440.00%
Other shareholders
ISHARES TR shareholders Q3 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