ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 81 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $840,000 | -8.4% | 7,602 | -7.6% | 0.02% | -11.1% |
| Q2 2014 | $917,000 | -13.7% | 8,226 | -15.2% | 0.03% | -15.6% |
| Q1 2014 | $1,063,000 | -2.8% | 9,701 | -5.2% | 0.03% | -3.0% |
| Q4 2013 | $1,094,000 | +20.0% | 10,235 | +20.3% | 0.03% | +3.1% |
| Q3 2013 | $912,000 | +34.5% | 8,509 | +34.9% | 0.03% | +28.0% |
| Q2 2013 | $678,000 | – | 6,309 | – | 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% |