Cyndeo Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 386 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.29 and the average weighting 0.6%.

Quarter-by-quarter ownership
Cyndeo Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$208,192
-34.3%
4,146
-32.9%
0.02%
-44.8%
Q4 2023$316,9356,1830.03%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,274,402$64,56115.23%
Long Run Wealth Advisors, LLC 283,773$14,375,9294.89%
Simplicity Wealth,LLC 141,845$7,185,8714.78%
Japan Science & Technology Agency 7,234,311$366,490,1953.99%
Erickson Financial Group, LLC 66,174$3,352,3753.32%
Westover Capital Advisors, LLC 166,751$8,447,6063.13%
Center For Asset Management LLC 56,703$2,872,5702.81%
Arcadia Wealth Management, LLC 58,756$2,976,5902.47%
Trivant Custom Portfolio Group, LLC 66,979$3,393,1562.42%
MCF Advisors LLC 507,605$25,715,2862.40%
View complete list of ISHARES TR shareholders