ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 95 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $11,338,000 | +92.4% | 103,807 | +100.5% | 0.01% | +85.7% |
| Q3 2016 | $5,892,000 | +251.3% | 51,773 | +250.0% | 0.01% | +250.0% |
| Q2 2016 | $1,677,000 | +14.4% | 14,792 | +7.7% | 0.00% | 0.0% |
| Q4 2015 | $1,466,000 | +398.6% | 13,739 | +406.6% | 0.00% | – |
| Q3 2015 | $294,000 | 0.0% | 2,712 | 0.0% | 0.00% | – |
| Q2 2015 | $294,000 | -4.2% | 2,712 | 0.0% | 0.00% | – |
| Q1 2015 | $307,000 | +1.3% | 2,712 | 0.0% | 0.00% | – |
| Q4 2014 | $303,000 | +0.3% | 2,712 | 0.0% | 0.00% | – |
| Q2 2014 | $302,000 | +1.7% | 2,712 | 0.0% | 0.00% | – |
| Q1 2014 | $297,000 | – | 2,712 | – | 0.00% | – |
Download | ||||||
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% |