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 | $591,165 | -14.9% | 12,298 | -11.3% | 0.04% | -20.4% |
| Q2 2023 | $694,498 | +14.0% | 13,865 | +15.3% | 0.05% | +4.3% |
| Q1 2023 | $609,440 | -34.2% | 12,030 | -36.2% | 0.05% | -39.0% |
| Q4 2022 | $926,183 | +276.5% | 18,859 | +269.0% | 0.08% | +196.2% |
| Q3 2022 | $246,000 | +24500.0% | 5,111 | +29964.7% | 0.03% | +2500.0% |
| Q1 2020 | $1,000 | – | 17 | – | 0.00% | – |
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% |