ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 241 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $180,224 | -1.1% | 3,598 | 0.0% | 0.02% | +19.0% |
| Q1 2023 | $182,275 | -57.2% | 3,598 | -56.1% | 0.02% | -30.0% |
| Q1 2022 | $426,000 | -11.2% | 8,189 | -1.1% | 0.03% | -6.2% |
| Q4 2021 | $480,000 | -2.0% | 8,278 | +1.7% | 0.03% | -3.0% |
| Q3 2021 | $490,000 | +3.4% | 8,141 | +4.0% | 0.03% | 0.0% |
| Q2 2021 | $474,000 | +5.3% | 7,828 | +3.7% | 0.03% | -5.7% |
| Q1 2021 | $450,000 | +17.2% | 7,550 | +19.9% | 0.04% | +6.1% |
| Q4 2020 | $384,000 | -1.0% | 6,295 | -1.1% | 0.03% | -13.2% |
| Q3 2020 | $388,000 | +83.0% | 6,362 | +83.8% | 0.04% | +72.7% |
| Q2 2020 | $212,000 | – | 3,461 | – | 0.02% | – |
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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% |