B.O.S.S. Retirement 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
B.O.S.S. Retirement Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$718,245
-5.2%
14,941
-5.2%
0.16%0.0%
Q3 2023$757,665
+6.5%
15,761
+10.9%
0.16%
+7.9%
Q2 2023$711,519
+20.5%
14,206
+21.9%
0.15%
+8.6%
Q1 2023$590,329
+9.3%
11,653
+5.9%
0.14%
+0.7%
Q4 2022$540,30011,0000.14%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 143,787$16,298,0005.32%
Advocacy Wealth Management Services, LLC 52,565$5,958,0003.01%
Canal Capital Management, LLC 11,585$1,313,0001.38%
MML INVESTORS SERVICES, LLC 13,407$1,520,0001.36%
CWM, LLC 145,249$16,464,0001.20%
WBI INVESTMENTS, LLC 228,124$25,858,0000.92%
IndexIQ Advisors LLC 74,049$8,394,0000.49%
BOYS ARNOLD & CO INC 21,955$2,489,0000.43%
SONATA CAPITAL GROUP INC 4,280$485,0000.41%
Bluefin Trading, LLC 31,074$3,522,0000.35%
View complete list of ISHARES TR shareholders