Ratio Wealth Group - 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
Ratio Wealth Group ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$15,224,394
-3.3%
316,713
+0.7%
3.81%
-2.1%
Q2 2023$15,749,398
+696.0%
314,422
+680.4%
3.90%
+593.1%
Q4 2022$1,978,593
+34.9%
40,289
+51.2%
0.56%
+28.3%
Q1 2022$1,467,000
-60.0%
26,653
-56.6%
0.44%
-60.3%
Q4 2021$3,670,028
+19.3%
61,433
+20.0%
1.10%
+9.3%
Q3 2021$3,077,321
+8.1%
51,203
+8.9%
1.01%
-1.2%
Q2 2021$2,847,933
+7.2%
47,003
+4.4%
1.02%
-7.9%
Q1 2021$2,657,588
-61.1%
45,013
-59.2%
1.11%
-69.8%
Q4 2020$6,837,679110,3393.67%
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