ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 303 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.24 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,217,278 | +41.4% | 66,929 | +47.4% | 0.01% | +33.3% |
| Q2 2023 | $2,275,034 | +126855.0% | 45,418 | +28.3% | 0.01% | +12.5% |
| Q1 2023 | $1,792 | +8.3% | 35,399 | +5.0% | 0.01% | 0.0% |
| Q4 2022 | $1,655 | -99.9% | 33,710 | -23.1% | 0.01% | -27.3% |
| Q3 2022 | $2,107,000 | -22.2% | 43,861 | -17.5% | 0.01% | -21.4% |
| Q2 2022 | $2,709,000 | -9.4% | 53,154 | -2.2% | 0.01% | 0.0% |
| Q1 2022 | $2,990,000 | -8.9% | 54,328 | -1.2% | 0.01% | -6.7% |
| Q4 2021 | $3,283,000 | +5.7% | 54,969 | +6.4% | 0.02% | -6.2% |
| Q3 2021 | $3,106,000 | +25.5% | 51,680 | +26.5% | 0.02% | +14.3% |
| Q2 2021 | $2,474,000 | +574.1% | 40,846 | +555.7% | 0.01% | +600.0% |
| Q1 2021 | $367,000 | +31.1% | 6,229 | +37.8% | 0.00% | 0.0% |
| Q4 2020 | $280,000 | +37.3% | 4,521 | +34.4% | 0.00% | 0.0% |
| Q3 2020 | $204,000 | +24.4% | 3,363 | +24.2% | 0.00% | 0.0% |
| Q2 2020 | $164,000 | +10.1% | 2,707 | +1.7% | 0.00% | 0.0% |
| Q1 2020 | $149,000 | 0.0% | 2,661 | +4.4% | 0.00% | 0.0% |
| Q4 2019 | $149,000 | +38.0% | 2,550 | +37.4% | 0.00% | +100.0% |
| Q3 2019 | $108,000 | +248.4% | 1,856 | +236.8% | 0.00% | – |
| Q2 2019 | $31,000 | +19.2% | 551 | +18.0% | 0.00% | – |
| Q1 2019 | $26,000 | – | 467 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,175,793 | $59,930,000 | 15.12% |
| American Family Insurance Mutual Holding Co | 2,500,000 | $127,425,000 | 6.24% |
| WT Wealth Management | 172,927 | $8,814,000 | 4.35% |
| Compass Financial Group, Inc. | 123,337 | $6,286,000 | 4.00% |
| Insight Wealth Partners, LLC | 73,319 | $3,737,000 | 2.81% |
| Tolleson Wealth Management, Inc. | 147,798 | $7,533,000 | 2.13% |
| KerberRose Wealth Management, LLC | 50,496 | $2,574,000 | 2.10% |
| Shelter Mutual Insurance Co | 130,000 | $6,626,000 | 2.01% |
| IVC Wealth Advisors LLC | 43,655 | $2,225,000 | 1.72% |
| Avidian Wealth Solutions, LLC | 473,746 | $24,147,000 | 1.71% |