ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 329 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.4%.
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% | – |
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% |