ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 264 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $245,698 | +12.0% | 5,111 | +19.4% | 0.01% | +16.7% |
| Q4 2023 | $219,330 | -10.7% | 4,279 | -16.3% | 0.01% | -14.3% |
| 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% | – |
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% |