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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $717,589 | +96091.6% | 14,928 | +0.2% | 0.02% | -4.5% |
| Q2 2023 | $746 | +51.9% | 14,896 | +53.6% | 0.02% | +37.5% |
| Q1 2023 | $491 | +5.8% | 9,699 | +2.6% | 0.02% | 0.0% |
| Q4 2022 | $464 | -99.9% | 9,454 | -4.4% | 0.02% | -11.1% |
| Q3 2022 | $475,000 | +46.6% | 9,884 | +55.6% | 0.02% | +50.0% |
| Q2 2022 | $324,000 | -7.4% | 6,353 | -0.1% | 0.01% | +9.1% |
| Q1 2022 | $350,000 | -3.3% | 6,362 | +4.9% | 0.01% | 0.0% |
| Q4 2021 | $362,000 | +14.9% | 6,067 | +15.9% | 0.01% | 0.0% |
| Q3 2021 | $315,000 | +45.2% | 5,233 | +46.0% | 0.01% | +57.1% |
| Q2 2021 | $217,000 | -4.8% | 3,585 | -7.2% | 0.01% | -12.5% |
| Q1 2021 | $228,000 | -1.3% | 3,865 | +3.5% | 0.01% | -11.1% |
| Q4 2020 | $231,000 | +10.0% | 3,733 | +8.1% | 0.01% | 0.0% |
| Q3 2020 | $210,000 | -7.9% | 3,453 | -8.6% | 0.01% | -18.2% |
| Q2 2020 | $228,000 | +2.2% | 3,776 | -1.4% | 0.01% | 0.0% |
| Q4 2019 | $223,000 | 0.0% | 3,831 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $223,000 | -5.9% | 3,831 | -7.8% | 0.01% | -15.4% |
| Q2 2019 | $237,000 | -31.5% | 4,154 | -36.4% | 0.01% | -40.9% |
| Q4 2018 | $346,000 | +21.0% | 6,528 | +22.3% | 0.02% | +37.5% |
| Q3 2018 | $286,000 | – | 5,338 | – | 0.02% | – |
Download | ||||||
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% |