ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 241 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,178 | -21.0% | 4,996 | -17.7% | 0.02% | -18.2% |
| Q2 2023 | $303,926 | -82.8% | 6,068 | -82.6% | 0.02% | -82.5% |
| Q1 2023 | $1,770,419 | +548.4% | 34,947 | +528.7% | 0.13% | +500.0% |
| Q4 2022 | $273,047 | +30.0% | 5,559 | +34.6% | 0.02% | +23.5% |
| Q2 2022 | $210,000 | -5.0% | 4,129 | +11.5% | 0.02% | +21.4% |
| Q4 2021 | $221,000 | -14.0% | 3,703 | -10.8% | 0.01% | -48.1% |
| Q4 2020 | $257,000 | -12.3% | 4,152 | -13.9% | 0.03% | +22.7% |
| Q3 2020 | $293,000 | – | 4,822 | – | 0.02% | – |
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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% |