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 | $1,985,329 | -10.3% | 39,635 | -9.2% | 0.20% | -12.7% |
| Q1 2023 | $2,212,385 | -26.9% | 43,671 | -29.1% | 0.23% | -30.5% |
| Q4 2022 | $3,024,549 | +9.9% | 61,587 | +7.5% | 0.33% | -0.3% |
| Q3 2022 | $2,752,000 | -1.7% | 57,283 | +4.3% | 0.33% | +2.5% |
| Q2 2022 | $2,800,000 | +28.6% | 54,926 | +38.8% | 0.32% | +37.8% |
| Q1 2022 | $2,178,000 | -19.3% | 39,571 | -12.5% | 0.23% | -17.4% |
| Q4 2021 | $2,700,000 | +6.8% | 45,202 | +7.4% | 0.28% | -1.7% |
| Q3 2021 | $2,528,000 | +100.5% | 42,070 | +102.2% | 0.29% | +91.3% |
| Q2 2021 | $1,261,000 | +13.3% | 20,805 | +10.4% | 0.15% | +4.9% |
| Q1 2021 | $1,113,000 | – | 18,847 | – | 0.14% | – |
Download | ||||||
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% |