ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 81 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,729,250 | +33.2% | 35,974 | +38.8% | 0.00% | 0.0% |
| Q2 2023 | $1,298,495 | +518.3% | 25,923 | +528.3% | 0.00% | – |
| Q2 2022 | $210,000 | -6.2% | 4,126 | +1.6% | 0.00% | – |
| Q1 2022 | $224,000 | -10.8% | 4,063 | -3.2% | 0.00% | – |
| Q4 2021 | $251,000 | -5.3% | 4,198 | -4.9% | 0.00% | – |
| Q3 2021 | $265,000 | +1.9% | 4,415 | +0.3% | 0.00% | -100.0% |
| Q1 2021 | $260,000 | +25.6% | 4,402 | +32.0% | 0.00% | – |
| Q4 2020 | $207,000 | +213.6% | 3,336 | +468.3% | 0.00% | – |
| Q2 2017 | $66,000 | +65.0% | 587 | +61.7% | 0.00% | – |
| Q1 2017 | $40,000 | +53.8% | 363 | +53.2% | 0.00% | – |
| Q4 2016 | $26,000 | -54.4% | 237 | -52.9% | 0.00% | – |
| Q3 2016 | $57,000 | +111.1% | 503 | +112.2% | 0.00% | – |
| Q2 2016 | $27,000 | +3.8% | 237 | 0.0% | 0.00% | – |
| Q1 2016 | $26,000 | +2500.0% | 237 | +2862.5% | 0.00% | – |
| Q3 2014 | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – |
| Q2 2014 | $1,000 | -93.8% | 8 | -94.6% | 0.00% | – |
| Q1 2014 | $16,000 | -93.8% | 148 | -93.9% | 0.00% | -100.0% |
| Q4 2013 | $260,000 | +39.8% | 2,433 | +40.6% | 0.00% | 0.0% |
| Q2 2013 | $186,000 | – | 1,730 | – | 0.00% | – |
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% |