ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 141 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,049,769 | -17.9% | 42,641 | -14.5% | 0.63% | -15.2% |
| Q2 2023 | $2,496,809 | -6.6% | 49,846 | -5.5% | 0.74% | -10.5% |
| Q1 2023 | $2,671,818 | +2.3% | 52,740 | -0.8% | 0.82% | -3.2% |
| Q4 2022 | $2,610,572 | -3.9% | 53,158 | -6.0% | 0.85% | -12.1% |
| Q3 2022 | $2,717,000 | -7.4% | 56,550 | -1.8% | 0.97% | -3.5% |
| Q2 2022 | $2,934,000 | -13.8% | 57,568 | -6.9% | 1.00% | +1.6% |
| Q1 2022 | $3,404,000 | -17.6% | 61,853 | -10.5% | 0.99% | -14.5% |
| Q4 2021 | $4,130,000 | +22.6% | 69,127 | +24.3% | 1.16% | +0.8% |
| Q3 2021 | $3,369,000 | 0.0% | 55,609 | 0.0% | 1.15% | +0.2% |
| Q2 2021 | $3,369,000 | +10.1% | 55,609 | +7.3% | 1.14% | +2.5% |
| Q1 2021 | $3,059,000 | -0.1% | 51,813 | +4.8% | 1.12% | -9.3% |
| Q4 2020 | $3,063,000 | +5.3% | 49,424 | +3.2% | 1.23% | -7.4% |
| Q3 2020 | $2,910,000 | -2.0% | 47,881 | -2.6% | 1.33% | -8.7% |
| Q2 2020 | $2,970,000 | +8.2% | 49,156 | +0.3% | 1.46% | -11.4% |
| Q1 2020 | $2,745,000 | -6.3% | 49,002 | -2.5% | 1.64% | +24.0% |
| Q4 2019 | $2,929,000 | +36.5% | 50,240 | +36.4% | 1.32% | +26.3% |
| Q3 2019 | $2,146,000 | +7.7% | 36,825 | +5.4% | 1.05% | +5.8% |
| Q2 2019 | $1,993,000 | – | 34,929 | – | 0.99% | – |
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% |