ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 259 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $380,960 | -4.7% | 7,925 | -0.7% | 0.03% | +13.3% |
| Q2 2023 | $399,669 | +18.0% | 7,979 | +19.4% | 0.03% | +7.1% |
| Q1 2023 | $338,663 | +3.9% | 6,685 | +0.7% | 0.03% | -12.5% |
| Q4 2022 | $325,913 | -12.2% | 6,636 | -14.1% | 0.03% | -23.8% |
| Q3 2022 | $371,000 | -68.7% | 7,726 | -61.1% | 0.04% | -64.1% |
| Q4 2021 | $1,186,000 | +15.3% | 19,853 | +15.9% | 0.12% | +2.6% |
| Q3 2021 | $1,029,000 | -3.6% | 17,125 | -2.7% | 0.11% | -6.6% |
| Q2 2021 | $1,067,000 | -12.7% | 17,604 | -14.9% | 0.12% | -22.3% |
| Q1 2021 | $1,222,000 | -18.3% | 20,695 | -14.2% | 0.16% | -37.9% |
| Q4 2020 | $1,495,000 | -10.0% | 24,125 | -12.1% | 0.25% | -20.7% |
| Q3 2020 | $1,661,000 | -7.2% | 27,456 | -6.6% | 0.32% | -20.8% |
| Q2 2020 | $1,790,000 | +4.2% | 29,411 | -0.4% | 0.40% | -12.8% |
| Q1 2020 | $1,718,000 | -0.6% | 29,542 | -0.3% | 0.46% | +9.0% |
| Q4 2019 | $1,728,000 | -1.1% | 29,630 | -1.1% | 0.42% | -12.0% |
| Q3 2019 | $1,748,000 | +8.0% | 29,953 | +5.6% | 0.48% | +9.8% |
| Q2 2019 | $1,618,000 | +11.1% | 28,365 | +7.8% | 0.44% | -0.9% |
| Q1 2019 | $1,456,000 | +9.7% | 26,324 | +7.2% | 0.44% | +6.5% |
| Q4 2018 | $1,327,000 | +18.9% | 24,559 | +16.2% | 0.42% | -52.0% |
| Q3 2018 | $1,116,000 | +12.8% | 21,144 | +129.0% | 0.87% | -0.8% |
| Q2 2018 | $989,000 | +1.2% | 9,235 | +3.0% | 0.87% | -5.7% |
| Q1 2018 | $977,000 | -4.7% | 8,969 | -1.9% | 0.93% | -13.8% |
| Q4 2017 | $1,025,000 | – | 9,147 | – | 1.07% | – |
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% |