ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,341 | +4.9% | 48,699 | +9.3% | 0.56% | +4.6% |
| Q2 2023 | $2,231 | -52.0% | 44,540 | -51.4% | 0.54% | -55.2% |
| Q1 2023 | $4,644 | -3.1% | 91,661 | -6.1% | 1.20% | -7.5% |
| Q4 2022 | $4,795 | -99.9% | 97,633 | -21.7% | 1.30% | -28.0% |
| Q3 2022 | $5,989,000 | -20.5% | 124,645 | -15.7% | 1.80% | -15.3% |
| Q2 2022 | $7,533,000 | – | 147,798 | – | 2.13% | – |
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% |