ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,382,240 | +10.7% | 111,967 | +15.4% | 0.12% | +8.3% |
Q2 2023 | $4,859,903 | +11.4% | 97,023 | +12.7% | 0.11% | +5.9% |
Q1 2023 | $4,361,890 | +23.2% | 86,101 | +19.5% | 0.10% | -1.0% |
Q4 2022 | $3,539,871 | +666.2% | 72,080 | +648.9% | 0.10% | +505.9% |
Q3 2022 | $462,000 | +78.4% | 9,625 | +121.7% | 0.02% | +88.9% |
Q4 2021 | $259,000 | +8.4% | 4,342 | +9.3% | 0.01% | 0.0% |
Q3 2021 | $239,000 | – | 3,972 | – | 0.01% | – |
Download |
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% |