ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 291 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $801,039 | -16.4% | 15,954 | -15.5% | 0.02% | -20.0% |
Q1 2024 | $958,570 | -8.7% | 18,881 | -7.8% | 0.03% | -16.7% |
Q4 2023 | $1,049,450 | -1.0% | 20,473 | -7.2% | 0.04% | -32.1% |
Q3 2023 | $1,060,248 | +11.3% | 22,056 | +16.0% | 0.05% | +15.2% |
Q2 2023 | $952,286 | +27.4% | 19,012 | +28.9% | 0.05% | 0.0% |
Q1 2023 | $747,406 | +159.5% | 14,753 | +146.2% | 0.05% | +91.7% |
Q3 2022 | $288,000 | +44.0% | 5,992 | +78.8% | 0.02% | +60.0% |
Q4 2021 | $200,000 | – | 3,352 | – | 0.02% | – |
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% |