ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 285 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $803,790 | -9.0% | 16,721 | -5.2% | 0.31% | -16.7% |
| Q2 2023 | $883,457 | -4.7% | 17,637 | -3.7% | 0.37% | +5.4% |
| Q1 2023 | $927,491 | +1.4% | 18,307 | -1.7% | 0.35% | -15.4% |
| Q4 2022 | $914,425 | +1.6% | 18,620 | -0.6% | 0.42% | -2.8% |
| Q3 2022 | $900,000 | -6.0% | 18,741 | +0.1% | 0.43% | +16.0% |
| Q2 2022 | $957,000 | -9.5% | 18,724 | -2.1% | 0.37% | -5.9% |
| Q1 2022 | $1,058,000 | -12.5% | 19,131 | -5.5% | 0.39% | -5.5% |
| Q4 2021 | $1,209,000 | -1.9% | 20,255 | -1.2% | 0.42% | +11.6% |
| Q3 2021 | $1,232,000 | -7.5% | 20,497 | -6.6% | 0.37% | -11.0% |
| Q2 2021 | $1,332,000 | +11.9% | 21,945 | +3.5% | 0.42% | -50.1% |
| Q1 2020 | $1,190,000 | -4.0% | 21,200 | -1.0% | 0.84% | +9.7% |
| Q4 2019 | $1,240,000 | -1.7% | 21,421 | -1.5% | 0.76% | +8.7% |
| Q3 2019 | $1,261,000 | -4.3% | 21,749 | -5.8% | 0.70% | -8.8% |
| Q2 2019 | $1,318,000 | -0.5% | 23,100 | -2.8% | 0.77% | -5.0% |
| Q1 2019 | $1,324,000 | +4.3% | 23,760 | -0.2% | 0.81% | -14.4% |
| Q4 2018 | $1,269,000 | -1.5% | 23,813 | +0.0% | 0.95% | +25.2% |
| Q3 2018 | $1,288,000 | -1.2% | 23,804 | +96.5% | 0.76% | +90.5% |
| Q2 2018 | $1,303,000 | -9.5% | 12,111 | -8.3% | 0.40% | -7.4% |
| Q1 2018 | $1,439,000 | – | 13,207 | – | 0.43% | – |
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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% |