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 | ||||
---|---|---|---|---|---|---|
Q4 2016 | $1,649,000 | +0.3% | 15,100 | +4.5% | 0.00% | 0.0% |
Q3 2016 | $1,644,000 | +0.4% | 14,450 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $1,637,000 | +5.1% | 14,450 | +2.3% | 0.00% | 0.0% |
Q1 2016 | $1,557,000 | +5.5% | 14,120 | +2.0% | 0.00% | 0.0% |
Q4 2015 | $1,476,000 | -12.8% | 13,840 | -11.4% | 0.00% | -25.0% |
Q3 2015 | $1,693,000 | -1.3% | 15,615 | -1.2% | 0.00% | 0.0% |
Q2 2015 | $1,715,000 | -28.5% | 15,800 | -25.4% | 0.00% | -20.0% |
Q1 2015 | $2,400,000 | +1.4% | 21,170 | 0.0% | 0.01% | 0.0% |
Q4 2014 | $2,367,000 | – | 21,170 | – | 0.01% | – |
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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% |