Trivant Custom Portfolio Group, 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
Trivant Custom Portfolio Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,399,655
+1.5%
70,723
+5.8%
2.50%
+5.8%
Q2 2023$3,348,767
-1.3%
66,855
-0.2%
2.36%
-2.6%
Q1 2023$3,393,15666,9792.42%
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