ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 127 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $317,571 | -2.6% | 6,340 | -1.5% | 0.00% | 0.0% |
| Q1 2023 | $325,946 | -2.9% | 6,434 | -5.9% | 0.00% | -50.0% |
| Q4 2022 | $335,667 | +17.4% | 6,835 | +14.7% | 0.00% | 0.0% |
| Q3 2022 | $286,000 | -2.1% | 5,958 | +4.0% | 0.00% | 0.0% |
| Q2 2022 | $292,000 | -8.5% | 5,730 | -1.2% | 0.00% | 0.0% |
| Q1 2022 | $319,000 | -7.5% | 5,799 | +0.5% | 0.00% | 0.0% |
| Q4 2021 | $345,000 | -5.7% | 5,772 | -5.3% | 0.00% | -33.3% |
| Q3 2021 | $366,000 | -1.3% | 6,098 | -0.3% | 0.00% | 0.0% |
| Q2 2021 | $371,000 | -2.1% | 6,117 | -4.7% | 0.00% | -25.0% |
| Q1 2021 | $379,000 | +101.6% | 6,417 | +111.6% | 0.00% | +100.0% |
| Q4 2020 | $188,000 | +2.2% | 3,032 | +0.1% | 0.00% | -33.3% |
| Q3 2020 | $184,000 | 0.0% | 3,030 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $184,000 | +9.5% | 3,030 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $168,000 | +380.0% | 3,030 | +405.0% | 0.00% | +300.0% |
| Q3 2019 | $35,000 | +2.9% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $34,000 | +3.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $33,000 | +3.1% | 600 | 0.0% | 0.00% | -50.0% |
| Q4 2018 | $32,000 | 0.0% | 600 | 0.0% | 0.00% | +100.0% |
| Q3 2018 | $32,000 | -3.0% | 600 | +96.7% | 0.00% | -50.0% |
| Q2 2018 | $33,000 | 0.0% | 305 | +1.7% | 0.00% | 0.0% |
| Q1 2018 | $33,000 | -2.9% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $34,000 | -49.3% | 300 | -50.0% | 0.00% | -33.3% |
| Q3 2017 | $67,000 | +97.1% | 600 | +100.0% | 0.00% | -25.0% |
| Q2 2017 | $34,000 | +25.9% | 300 | +20.0% | 0.00% | -42.9% |
| Q3 2013 | $27,000 | – | 250 | – | 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% |