ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,616 | +62.7% | 33,611 | +69.5% | 0.02% | +56.2% |
| Q2 2023 | $993 | +1.1% | 19,834 | +2.3% | 0.02% | -5.9% |
| Q1 2023 | $982 | -99.9% | 19,389 | -0.4% | 0.02% | 0.0% |
| Q4 2022 | $956,000 | -99.9% | 19,466 | +16.0% | 0.02% | +6.2% |
| Q3 2022 | $806,000,000 | +105813.3% | 16,776 | +12.3% | 0.02% | +6.7% |
| Q2 2022 | $761,000 | +24.1% | 14,940 | +34.1% | 0.02% | +36.4% |
| Q1 2022 | $613,000 | -99.9% | 11,142 | -17.9% | 0.01% | -21.4% |
| Q4 2021 | $811,000,000 | +170278.2% | 13,578 | +71.6% | 0.01% | +40.0% |
| Q3 2021 | $476,000 | +0.4% | 7,914 | +1.1% | 0.01% | 0.0% |
| Q2 2021 | $474,000 | +15.3% | 7,828 | +12.5% | 0.01% | 0.0% |
| Q1 2021 | $411,000 | -14.9% | 6,957 | -10.7% | 0.01% | -23.1% |
| Q4 2020 | $483,000 | -1.8% | 7,794 | -3.7% | 0.01% | -18.8% |
| Q3 2020 | $492,000 | +45.6% | 8,090 | +44.7% | 0.02% | +23.1% |
| Q2 2020 | $338,000 | – | 5,591 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,308,701 | $62,883,000 | 16.18% |
| Aprio Wealth Management, LLC | 326,105 | $15,669,000 | 6.29% |
| Long Run Wealth Advisors, LLC | 236,846 | $11,380,000 | 4.51% |
| Insight Wealth Partners, LLC | 71,772 | $3,449,000 | 3.25% |
| Center For Asset Management LLC | 53,672 | $2,579,000 | 2.56% |
| Allworth Financial LP | 3,395,318 | $163,145,000 | 2.06% |
| Shelter Mutual Insurance Co | 130,000 | $6,247,000 | 2.02% |
| Tolleson Wealth Management, Inc. | 124,645 | $5,989,000 | 1.80% |
| IVC Wealth Advisors LLC | 43,542 | $2,092,000 | 1.68% |
| Avidian Wealth Solutions, LLC | 451,034 | $21,672,000 | 1.57% |