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 | $1,249,750 | +13.3% | 25,999 | +18.1% | 0.08% | +14.9% |
| Q2 2023 | $1,102,714 | +3.4% | 22,015 | +4.6% | 0.07% | -3.9% |
| Q1 2023 | $1,066,657 | +1.4% | 21,055 | +10.2% | 0.08% | -7.2% |
| Q1 2022 | $1,052,000 | -34.9% | 19,108 | -28.6% | 0.08% | -39.0% |
| Q3 2021 | $1,615,000 | +95.3% | 26,758 | +100.4% | 0.14% | +37.4% |
| Q4 2020 | $827,000 | -9.4% | 13,353 | -11.5% | 0.10% | -20.8% |
| Q3 2020 | $913,000 | – | 15,083 | – | 0.12% | – |
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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% |