ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 87 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $1,000 | -50.0% | 10 | -33.3% | 0.00% | -100.0% |
| Q1 2017 | $2,000 | -95.2% | 15 | -96.1% | 0.00% | -92.9% |
| Q4 2016 | $42,000 | -4.5% | 380 | -2.6% | 0.01% | 0.0% |
| Q3 2016 | $44,000 | 0.0% | 390 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $44,000 | -2.2% | 390 | -3.7% | 0.01% | +7.7% |
| Q1 2016 | $45,000 | +36.4% | 405 | +30.6% | 0.01% | +30.0% |
| Q4 2015 | $33,000 | -2.9% | 310 | -1.6% | 0.01% | +42.9% |
| Q3 2015 | $34,000 | +13.3% | 315 | +14.5% | 0.01% | +16.7% |
| Q2 2015 | $30,000 | -96.4% | 275 | -96.2% | 0.01% | -96.4% |
| Q1 2015 | $826,000 | -5.4% | 7,289 | -6.7% | 0.17% | -4.0% |
| Q4 2014 | $873,000 | +0.7% | 7,809 | -0.4% | 0.18% | -24.8% |
| Q3 2014 | $867,000 | -8.2% | 7,844 | -7.4% | 0.23% | -11.4% |
| Q2 2014 | $944,000 | +4.9% | 8,469 | +3.0% | 0.26% | -7.4% |
| Q1 2014 | $900,000 | – | 8,224 | – | 0.28% | – |
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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% |