Long Run Wealth Advisors, 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
Long Run Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$36,739,696
+2.5%
764,296
+6.8%
11.92%
+4.2%
Q2 2023$35,845,774
+149.3%
715,627
+152.2%
11.44%
+133.8%
Q1 2023$14,375,929
+15.5%
283,773
+12.0%
4.89%
+9.3%
Q4 2022$12,445,485
+9.4%
253,421
+7.0%
4.48%
-0.7%
Q3 2022$11,380,000236,8464.51%
Other shareholders
ISHARES TR shareholders Q3 2023
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