ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 259 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,805,558 | -1.8% | 79,167 | +2.3% | 0.50% | +1.6% |
| Q2 2023 | $3,876,465 | +0.6% | 77,390 | +1.7% | 0.49% | -4.3% |
| Q1 2023 | $3,853,149 | -9.0% | 76,059 | -1.1% | 0.51% | -31.1% |
| Q1 2022 | $4,234,000 | -6.5% | 76,931 | +1.5% | 0.75% | -8.1% |
| Q4 2021 | $4,526,000 | -5.4% | 75,764 | -4.9% | 0.81% | -18.6% |
| Q3 2021 | $4,786,000 | +19.4% | 79,635 | +20.7% | 1.00% | -30.8% |
| Q3 2020 | $4,009,000 | +30.4% | 65,964 | +24.5% | 1.44% | +13.6% |
| Q3 2019 | $3,074,000 | +10.7% | 53,004 | +9.0% | 1.27% | +5.3% |
| Q2 2019 | $2,776,000 | +41.7% | 48,621 | +178.0% | 1.21% | +85.0% |
| Q4 2017 | $1,959,000 | +12.1% | 17,490 | +11.8% | 0.65% | +5.8% |
| Q2 2017 | $1,748,000 | – | 15,648 | – | 0.62% | – |
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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% |