ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 321 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $266 | -100.0% | 5,244 | -48.2% | 0.02% | 0.0% |
| Q1 2021 | $605,000 | -21.1% | 10,128 | -18.2% | 0.02% | -36.4% |
| Q4 2020 | $767,000 | -1.4% | 12,377 | -3.3% | 0.03% | -15.4% |
| Q3 2020 | $778,000 | -21.7% | 12,794 | -22.2% | 0.04% | -29.1% |
| Q2 2020 | $993,000 | -1.9% | 16,443 | -9.0% | 0.06% | -26.7% |
| Q1 2020 | $1,012,000 | -4.3% | 18,072 | -0.3% | 0.08% | -7.4% |
| Q4 2019 | $1,057,000 | -1.9% | 18,135 | -1.9% | 0.08% | -9.0% |
| Q3 2019 | $1,078,000 | +15.7% | 18,491 | +9.7% | 0.09% | -14.4% |
| Q1 2019 | $932,000 | -1.8% | 16,861 | -5.9% | 0.10% | -22.4% |
| Q4 2018 | $949,000 | – | 17,917 | – | 0.13% | – |
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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% |