ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 218 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $103,000 | -57.1% | 2,012 | -53.8% | 0.01% | -50.0% |
| Q1 2022 | $240,000 | -2.4% | 4,355 | +5.6% | 0.01% | -9.1% |
| Q4 2021 | $246,000 | +19.4% | 4,124 | +18.4% | 0.01% | -8.3% |
| Q1 2021 | $206,000 | -28.0% | 3,483 | -24.5% | 0.01% | -40.0% |
| Q4 2020 | $286,000 | +54.6% | 4,616 | +51.5% | 0.02% | -71.8% |
| Q3 2020 | $185,000 | -33.7% | 3,047 | -33.9% | 0.07% | +184.0% |
| Q2 2020 | $279,000 | -3.1% | 4,613 | -10.1% | 0.02% | -19.4% |
| Q1 2020 | $288,000 | -6.5% | 5,133 | -2.9% | 0.03% | +29.2% |
| Q4 2019 | $308,000 | -28.5% | 5,286 | -28.5% | 0.02% | -45.5% |
| Q3 2019 | $431,000 | +19.1% | 7,391 | +16.5% | 0.04% | +7.3% |
| Q2 2019 | $362,000 | – | 6,344 | – | 0.04% | – |
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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% |