ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 88 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 2.17 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $173,546,000 | +26.5% | 1,588,962 | +31.8% | 0.03% | +14.3% |
| Q3 2016 | $137,158,000 | +6.2% | 1,205,149 | +5.8% | 0.03% | -3.4% |
| Q2 2016 | $129,129,000 | +9.9% | 1,139,208 | +7.0% | 0.03% | +7.4% |
| Q1 2016 | $117,444,000 | -35.6% | 1,064,773 | -37.7% | 0.03% | -35.7% |
| Q4 2015 | $182,392,000 | +68.6% | 1,709,228 | +71.4% | 0.04% | +50.0% |
| Q3 2015 | $108,169,000 | +5.6% | 997,313 | +5.7% | 0.03% | +12.0% |
| Q2 2015 | $102,416,000 | +3.4% | 943,318 | +7.9% | 0.02% | +4.2% |
| Q1 2015 | $99,085,000 | – | 873,994 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,175,793 | $59,930,000 | 15.12% |
| American Family Insurance Mutual Holding Co | 2,500,000 | $127,425,000 | 6.24% |
| WT Wealth Management | 172,927 | $8,814,000 | 4.35% |
| Compass Financial Group, Inc. | 123,337 | $6,286,000 | 4.00% |
| Insight Wealth Partners, LLC | 73,319 | $3,737,000 | 2.81% |
| Tolleson Wealth Management, Inc. | 147,798 | $7,533,000 | 2.13% |
| KerberRose Wealth Management, LLC | 50,496 | $2,574,000 | 2.10% |
| Shelter Mutual Insurance Co | 130,000 | $6,626,000 | 2.01% |
| IVC Wealth Advisors LLC | 43,655 | $2,225,000 | 1.72% |
| Avidian Wealth Solutions, LLC | 473,746 | $24,147,000 | 1.71% |