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 | $459 | +2.0% | 9,540 | +6.2% | 0.04% | -7.9% |
| Q2 2023 | $450 | -0.4% | 8,982 | +0.8% | 0.04% | -9.5% |
| Q1 2023 | $452 | +2.7% | 8,914 | -0.5% | 0.04% | -17.6% |
| Q4 2022 | $440 | -99.9% | 8,955 | +37.1% | 0.05% | +30.8% |
| Q3 2022 | $314,000 | +18.0% | 6,532 | +25.3% | 0.04% | +21.9% |
| Q2 2022 | $266,000 | -8.3% | 5,215 | -1.1% | 0.03% | +3.2% |
| Q1 2022 | $290,000 | -29.1% | 5,275 | -22.9% | 0.03% | -31.1% |
| Q4 2021 | $409,000 | +78.6% | 6,838 | +79.4% | 0.04% | +32.4% |
| Q3 2021 | $229,000 | +4.1% | 3,811 | +4.9% | 0.03% | +3.0% |
| Q2 2021 | $220,000 | – | 3,634 | – | 0.03% | – |
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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% |