ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 97 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,504,757 | +4.8% | 31,303 | +9.2% | 0.02% | +4.3% |
| Q2 2023 | $1,435,229 | +41.3% | 28,653 | +42.9% | 0.02% | +35.3% |
| Q1 2023 | $1,016,037 | +4.2% | 20,056 | +1.0% | 0.02% | -5.6% |
| Q4 2022 | $975,275 | +373.4% | 19,859 | +429.6% | 0.02% | +350.0% |
| Q1 2022 | $206,000 | -46.5% | 3,750 | -39.6% | 0.00% | -66.7% |
| Q4 2020 | $385,000 | +7.2% | 6,209 | +5.1% | 0.01% | -14.3% |
| Q3 2020 | $359,000 | -0.8% | 5,909 | -1.4% | 0.01% | -6.7% |
| Q2 2020 | $362,000 | +364.1% | 5,993 | +326.9% | 0.02% | +275.0% |
| Q1 2019 | $78,000 | -78.3% | 1,404 | -79.4% | 0.00% | -81.0% |
| Q4 2018 | $360,000 | -2.2% | 6,818 | 0.0% | 0.02% | +16.7% |
| Q3 2018 | $368,000 | -0.3% | 6,818 | +98.4% | 0.02% | -14.3% |
| Q2 2018 | $369,000 | -57.3% | 3,437 | -56.8% | 0.02% | -59.6% |
| Q1 2018 | $865,000 | -63.0% | 7,948 | -61.9% | 0.05% | -63.6% |
| Q4 2017 | $2,340,000 | -1.5% | 20,857 | -1.3% | 0.14% | 0.0% |
| Q3 2017 | $2,376,000 | +6.8% | 21,129 | +6.2% | 0.14% | +2.9% |
| Q2 2017 | $2,225,000 | +27.7% | 19,892 | +25.6% | 0.14% | +19.8% |
| Q1 2017 | $1,742,000 | – | 15,837 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,175,793 | $59,930,000 | 15.12% |
| American Family Insurance Mutual Holding Co | 2,500,000 | $127,425,000 | 6.24% |
| WT Wealth Management | 172,927 | $8,814,000 | 4.35% |
| Compass Financial Group, Inc. | 123,337 | $6,286,000 | 4.00% |
| Insight Wealth Partners, LLC | 73,319 | $3,737,000 | 2.81% |
| Tolleson Wealth Management, Inc. | 147,798 | $7,533,000 | 2.13% |
| KerberRose Wealth Management, LLC | 50,496 | $2,574,000 | 2.10% |
| Shelter Mutual Insurance Co | 130,000 | $6,626,000 | 2.01% |
| IVC Wealth Advisors LLC | 43,655 | $2,225,000 | 1.72% |
| Avidian Wealth Solutions, LLC | 473,746 | $24,147,000 | 1.71% |