ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 103 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $224,000 | +10.9% | 2,051 | +15.4% | 0.01% | 0.0% |
| Q3 2016 | $202,000 | -26.5% | 1,777 | -26.8% | 0.01% | -30.0% |
| Q2 2016 | $275,000 | +17.5% | 2,426 | +14.6% | 0.01% | 0.0% |
| Q1 2016 | $234,000 | +1.7% | 2,117 | -1.9% | 0.01% | 0.0% |
| Q4 2015 | $230,000 | +180.5% | 2,158 | +185.8% | 0.01% | +66.7% |
| Q3 2015 | $82,000 | -2.4% | 755 | -2.2% | 0.01% | 0.0% |
| Q2 2015 | $84,000 | -30.6% | 772 | -27.4% | 0.01% | -25.0% |
| Q1 2015 | $121,000 | +23.5% | 1,063 | +21.8% | 0.01% | -27.3% |
| Q4 2014 | $98,000 | -3.9% | 873 | -5.0% | 0.01% | -8.3% |
| Q3 2014 | $102,000 | -35.0% | 919 | -35.0% | 0.01% | -42.9% |
| Q2 2014 | $157,000 | -54.6% | 1,413 | -55.2% | 0.02% | -16.0% |
| Q1 2014 | $346,000 | +65.6% | 3,156 | +61.2% | 0.02% | -21.9% |
| Q4 2013 | $209,000 | -14.0% | 1,958 | -13.8% | 0.03% | -23.8% |
| Q3 2013 | $243,000 | -47.9% | 2,271 | -47.6% | 0.04% | -55.3% |
| Q2 2013 | $466,000 | – | 4,335 | – | 0.09% | – |
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% |