ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 290 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $904,979 | +17.1% | 18,826 | +22.0% | 0.10% | +12.9% |
| Q2 2023 | $773,132 | +15.6% | 15,435 | +16.9% | 0.08% | +2.4% |
| Q1 2023 | $668,704 | +23.3% | 13,200 | +19.6% | 0.08% | +1.2% |
| Q4 2022 | $542,151 | -14.5% | 11,040 | -16.3% | 0.08% | -43.4% |
| Q3 2022 | $634,000 | -5.5% | 13,188 | +0.2% | 0.14% | -16.2% |
| Q2 2022 | $671,000 | -24.4% | 13,159 | -18.3% | 0.17% | -23.1% |
| Q1 2022 | $887,000 | +94.9% | 16,113 | +111.7% | 0.22% | +77.2% |
| Q4 2021 | $455,000 | – | 7,612 | – | 0.13% | – |
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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% |