ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 94 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $36,249,000 | +2.1% | 320,308 | +0.6% | 4.85% | -1.6% |
| Q4 2014 | $35,499,000 | -3.3% | 318,319 | -4.2% | 4.92% | -2.4% |
| Q3 2014 | $36,722,000 | -6.5% | 332,268 | -5.8% | 5.04% | +3.1% |
| Q2 2014 | $39,269,000 | +2.7% | 352,723 | +1.0% | 4.89% | +8.5% |
| Q1 2014 | $38,240,000 | -46.8% | 349,189 | -48.1% | 4.51% | +4.7% |
| Q4 2013 | $71,896,000 | +97.8% | 673,114 | +98.4% | 4.30% | -6.3% |
| Q3 2013 | $36,349,000 | +0.6% | 339,234 | +0.9% | 4.59% | -5.4% |
| Q2 2013 | $36,134,000 | – | 336,285 | – | 4.86% | – |
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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% |