ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 164 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $216,000 | -28.0% | 4,490 | -23.8% | 0.02% | -24.1% |
| Q2 2022 | $300,000 | -7.4% | 5,890 | 0.0% | 0.03% | +7.4% |
| Q1 2022 | $324,000 | -5.5% | 5,890 | 0.0% | 0.03% | -10.0% |
| Q4 2021 | $343,000 | -3.1% | 5,890 | 0.0% | 0.03% | -3.2% |
| Q3 2021 | $354,000 | -0.8% | 5,890 | 0.0% | 0.03% | -3.1% |
| Q2 2021 | $357,000 | +2.3% | 5,890 | 0.0% | 0.03% | -8.6% |
| Q1 2021 | $349,000 | -3.6% | 5,890 | 0.0% | 0.04% | -10.3% |
| Q4 2020 | $362,000 | +0.3% | 5,890 | 0.0% | 0.04% | -13.3% |
| Q3 2020 | $361,000 | -1.1% | 5,890 | 0.0% | 0.04% | -13.5% |
| Q2 2020 | $365,000 | +8.0% | 5,890 | 0.0% | 0.05% | -13.3% |
| Q1 2020 | $338,000 | -3.4% | 5,890 | 0.0% | 0.06% | -17.8% |
| Q4 2019 | $350,000 | +2.9% | 5,890 | 0.0% | 0.07% | -9.9% |
| Q3 2019 | $340,000 | 0.0% | 5,890 | 0.0% | 0.08% | -16.5% |
| Q2 2019 | $340,000 | +4.3% | 5,890 | 0.0% | 0.10% | -6.7% |
| Q1 2019 | $326,000 | – | 5,890 | – | 0.10% | – |
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% |