ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 144 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,296,574 | -0.8% | 214,200 | +3.4% | 0.40% | +3.4% |
| Q2 2023 | $10,376,486 | +1.9% | 207,157 | +3.1% | 0.39% | +0.3% |
| Q1 2023 | $10,181,309 | +13.4% | 200,973 | +9.9% | 0.39% | +8.1% |
| Q4 2022 | $8,980,640 | -10.4% | 182,868 | -12.4% | 0.36% | -15.4% |
| Q3 2022 | $10,026,000 | -1.6% | 208,651 | +4.4% | 0.42% | +2.7% |
| Q2 2022 | $10,191,000 | -10.8% | 199,937 | -3.6% | 0.41% | -2.8% |
| Q1 2022 | $11,419,000 | -6.9% | 207,461 | +1.0% | 0.42% | -2.5% |
| Q4 2021 | $12,268,000 | +1.1% | 205,350 | +1.7% | 0.43% | -7.9% |
| Q3 2021 | $12,135,000 | +4.5% | 201,909 | +5.4% | 0.47% | +5.1% |
| Q2 2021 | $11,607,000 | +6.8% | 191,565 | +4.1% | 0.45% | -0.2% |
| Q1 2021 | $10,863,000 | -1.6% | 183,991 | +3.3% | 0.45% | -6.5% |
| Q4 2020 | $11,041,000 | +4.1% | 178,166 | +2.1% | 0.48% | -10.6% |
| Q3 2020 | $10,604,000 | +3.8% | 174,470 | +3.2% | 0.54% | -2.9% |
| Q2 2020 | $10,215,000 | +11.9% | 169,067 | +3.8% | 0.55% | -1.2% |
| Q1 2020 | $9,128,000 | -4.0% | 162,938 | -0.1% | 0.56% | +15.7% |
| Q4 2019 | $9,511,000 | +1.9% | 163,147 | +1.9% | 0.48% | -4.2% |
| Q3 2019 | $9,331,000 | +4.7% | 160,098 | +2.5% | 0.50% | +2.9% |
| Q2 2019 | $8,913,000 | +5.2% | 156,174 | +1.9% | 0.49% | +2.9% |
| Q1 2019 | $8,473,000 | +32.8% | 153,279 | +27.2% | 0.48% | +24.2% |
| Q4 2018 | $6,380,000 | -16.8% | 120,494 | -15.8% | 0.38% | -10.1% |
| Q3 2018 | $7,672,000 | +3.9% | 143,078 | +107.5% | 0.43% | -3.8% |
| Q2 2018 | $7,387,000 | -13.6% | 68,956 | -12.1% | 0.44% | -14.6% |
| Q1 2018 | $8,551,000 | +0.3% | 78,472 | +3.2% | 0.52% | +0.6% |
| Q4 2017 | $8,522,000 | +0.7% | 76,067 | +0.9% | 0.52% | -4.4% |
| Q3 2017 | $8,461,000 | +51.8% | 75,386 | +51.1% | 0.54% | +45.8% |
| Q2 2017 | $5,572,000 | – | 49,893 | – | 0.37% | – |
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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% |