ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 290 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $82,584 | -4.0% | 1,718 | 0.0% | 0.03% | -6.5% |
| Q2 2023 | $86,055 | -1.1% | 1,718 | 0.0% | 0.03% | -3.1% |
| Q1 2023 | $87,034 | +3.2% | 1,718 | 0.0% | 0.03% | -3.0% |
| Q4 2022 | $84,371 | -99.9% | 1,718 | -0.1% | 0.03% | -5.7% |
| Q3 2022 | $82,646,000 | -6.2% | 1,720 | -0.5% | 0.04% | -2.8% |
| Q2 2022 | $88,076,000 | -4.5% | 1,728 | 0.0% | 0.04% | +9.1% |
| Q1 2022 | $92,206,000 | -36.6% | 1,728 | -29.0% | 0.03% | -32.7% |
| Q4 2021 | $145,467,000 | -0.6% | 2,435 | 0.0% | 0.05% | -10.9% |
| Q3 2021 | $146,344,000 | – | 2,435 | – | 0.06% | – |
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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% |