ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 119 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,480 | +127.4% | 218 | +137.0% | 0.00% | – |
| Q2 2023 | $4,609 | -53.9% | 92 | -56.2% | 0.00% | -100.0% |
| Q3 2022 | $10,000 | -52.4% | 210 | -48.8% | 0.00% | 0.0% |
| Q2 2022 | $21,000 | +600.0% | 410 | +606.9% | 0.00% | – |
| Q1 2020 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | – |
| Q4 2018 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | 0.0% | 58 | +100.0% | 0.00% | – |
| Q2 2018 | $3,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q1 2018 | $3,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q3 2017 | $3,000 | – | 29 | – | 0.00% | – |
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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% |