ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 284 filers reported holding ISHARES TR in Q1 2022. 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. | 1,308,701 | $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% |