ASHFORD CAPITAL MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 117 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ASHFORD CAPITAL MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2018$5,837,000
-16.1%
53,564
-13.8%
0.88%
-19.0%
Q4 2017$6,958,000
+10.5%
62,105
+10.7%
1.08%
+6.8%
Q3 2017$6,296,000
-2.0%
56,095
-2.5%
1.01%
-9.5%
Q2 2017$6,423,000
+24.2%
57,514
+22.3%
1.12%
+12.9%
Q1 2017$5,170,000
+38.3%
47,038
+37.4%
0.99%
+32.0%
Q4 2016$3,739,000
+34.9%
34,237
+40.6%
0.75%
+31.9%
Q3 2016$2,772,000
+104.7%
24,354
+103.9%
0.57%
+88.1%
Q2 2016$1,354,000
+178.0%
11,947
+170.7%
0.30%
+161.2%
Q1 2016$487,0004,4140.12%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,308,701$62,883,00016.18%
Aprio Wealth Management, LLC 326,105$15,669,0006.29%
Long Run Wealth Advisors, LLC 236,846$11,380,0004.51%
Insight Wealth Partners, LLC 71,772$3,449,0003.25%
Center For Asset Management LLC 53,672$2,579,0002.56%
Allworth Financial LP 3,395,318$163,145,0002.06%
Shelter Mutual Insurance Co 130,000$6,247,0002.02%
Tolleson Wealth Management, Inc. 124,645$5,989,0001.80%
IVC Wealth Advisors LLC 43,542$2,092,0001.68%
Avidian Wealth Solutions, LLC 451,034$21,672,0001.57%
View complete list of ISHARES TR shareholders