MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 218 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.

Quarter-by-quarter ownership
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$5,481,000
-3.1%
91,204
-2.3%
0.37%
-3.7%
Q2 2021$5,659,000
+7.9%
93,395
+5.1%
0.38%
-0.8%
Q1 2021$5,247,000
-13.3%
88,868
-9.0%
0.38%
-17.2%
Q4 2020$6,049,000
+6.3%
97,612
+4.2%
0.46%
-6.6%
Q3 2020$5,693,000
+35.0%
93,707
+34.2%
0.50%
+22.4%
Q2 2020$4,218,000
+13.2%
69,813
+4.9%
0.41%
-5.1%
Q1 2020$3,727,000
-11.7%
66,524
-8.1%
0.43%
+8.4%
Q4 2019$4,219,000
-13.9%
72,359
-14.0%
0.40%
-24.5%
Q3 2019$4,902,000
+3.9%
84,104
+1.7%
0.52%
+6.5%
Q2 2019$4,720,000
+12.3%
82,700
+8.8%
0.49%
+7.2%
Q1 2019$4,203,000
+3.7%
76,039
-0.7%
0.46%
-8.9%
Q4 2018$4,054,00076,5700.50%
Other shareholders
ISHARES TR shareholders Q3 2020
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