ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 259 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $245,698 | -3.8% | 5,111 | +0.2% | 0.01% | +16.7% |
| Q2 2023 | $255,513 | +25.1% | 5,101 | +26.6% | 0.01% | +20.0% |
| Q1 2023 | $204,177 | +0.1% | 4,030 | -2.9% | 0.01% | -16.7% |
| Q4 2022 | $203,919 | -12.9% | 4,152 | -14.7% | 0.01% | -14.3% |
| Q3 2022 | $234,000 | -10.0% | 4,865 | -4.3% | 0.01% | -36.4% |
| Q2 2022 | $260,000 | -2.3% | 5,085 | +5.4% | 0.01% | +22.2% |
| Q1 2022 | $266,000 | -7.6% | 4,823 | +0.2% | 0.01% | +12.5% |
| Q4 2021 | $288,000 | +0.3% | 4,813 | +1.0% | 0.01% | -11.1% |
| Q3 2021 | $287,000 | 0.0% | 4,763 | +0.7% | 0.01% | 0.0% |
| Q2 2021 | $287,000 | +3.6% | 4,732 | +0.9% | 0.01% | -10.0% |
| Q1 2021 | $277,000 | +13.1% | 4,692 | +18.7% | 0.01% | -23.1% |
| Q4 2020 | $245,000 | -5.0% | 3,952 | -6.7% | 0.01% | -7.1% |
| Q3 2020 | $258,000 | – | 4,235 | – | 0.01% | – |
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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% |