ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 141 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $830,361 | -4.0% | 17,274 | 0.0% | 1.06% | +5.9% |
| Q2 2023 | $865,255 | -1.1% | 17,274 | 0.0% | 1.00% | -8.7% |
| Q1 2023 | $875,101 | +3.2% | 17,274 | 0.0% | 1.10% | +15.4% |
| Q4 2022 | $848,326 | +2.2% | 17,274 | 0.0% | 0.95% | -3.5% |
| Q3 2022 | $830,000 | -5.7% | 17,274 | 0.0% | 0.98% | +10.2% |
| Q2 2022 | $880,000 | -7.5% | 17,274 | 0.0% | 0.89% | +11.5% |
| Q1 2022 | $951,000 | -7.8% | 17,274 | 0.0% | 0.80% | -6.4% |
| Q4 2021 | $1,032,000 | -3.6% | 17,274 | 0.0% | 0.86% | -36.5% |
| Q4 2020 | $1,070,000 | +1.9% | 17,274 | 0.0% | 1.35% | -11.4% |
| Q3 2020 | $1,050,000 | +0.6% | 17,274 | 0.0% | 1.52% | +22.1% |
| Q2 2020 | $1,044,000 | +7.9% | 17,274 | 0.0% | 1.25% | -10.9% |
| Q1 2020 | $968,000 | -3.9% | 17,274 | 0.0% | 1.40% | +25.1% |
| Q4 2019 | $1,007,000 | 0.0% | 17,274 | 0.0% | 1.12% | -6.0% |
| Q3 2019 | $1,007,000 | +2.4% | 17,274 | +0.3% | 1.19% | +0.8% |
| Q2 2019 | $983,000 | +3.3% | 17,222 | 0.0% | 1.18% | +46.7% |
| Q1 2019 | $952,000 | +4.4% | 17,222 | 0.0% | 0.80% | +440.3% |
| Q4 2018 | $912,000 | – | 17,222 | – | 0.15% | – |
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% |