ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 335 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $380,592 | +10.1% | 7,580 | +11.3% | 0.11% | +7.6% |
| Q1 2024 | $345,744 | +15.7% | 6,810 | +16.8% | 0.10% | +10.5% |
| Q4 2023 | $298,846 | -22.4% | 5,830 | -27.2% | 0.10% | -18.1% |
| Q3 2023 | $385,041 | -4.6% | 8,010 | -0.6% | 0.12% | -0.9% |
| Q2 2023 | $403,575 | +12.2% | 8,057 | +13.5% | 0.12% | +9.3% |
| Q1 2023 | $359,585 | – | 7,098 | – | 0.11% | – |
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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% |