ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 246 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,035,719 | +8.5% | 21,546 | +13.1% | 0.03% | 0.0% |
| Q2 2023 | $954,330 | +210.6% | 19,052 | +214.1% | 0.03% | +190.9% |
| Q1 2023 | $307,237 | -10.0% | 6,065 | -12.7% | 0.01% | -21.4% |
| Q4 2022 | $341,202 | +51.0% | 6,948 | +47.8% | 0.01% | +40.0% |
| Q3 2022 | $226,000 | -5.8% | 4,700 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $240,000 | -9.4% | 4,692 | -6.1% | 0.01% | 0.0% |
| Q1 2022 | $265,000 | -21.4% | 4,999 | -12.9% | 0.01% | -23.1% |
| Q4 2021 | $337,000 | -3.2% | 5,741 | -0.8% | 0.01% | -13.3% |
| Q3 2021 | $348,000 | -31.5% | 5,789 | -30.7% | 0.02% | -37.5% |
| Q2 2021 | $508,000 | – | 8,356 | – | 0.02% | – |
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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% |