ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 321 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52,359,991 | +0.3% | 1,089,245 | +4.5% | 0.93% | +11.7% |
| Q2 2023 | $52,190,435 | +8550.7% | 1,041,933 | +8649.1% | 0.83% | +7463.6% |
| Q1 2023 | $603,310 | -3.4% | 11,909 | -6.4% | 0.01% | -8.3% |
| Q4 2022 | $624,581 | -28.0% | 12,718 | -29.6% | 0.01% | -36.8% |
| Q3 2022 | $868,000 | -25.7% | 18,056 | -21.2% | 0.02% | -29.6% |
| Q2 2022 | $1,168,000 | +262.7% | 22,924 | +341.9% | 0.03% | +170.0% |
| Q4 2020 | $322,000 | – | 5,188 | – | 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% |