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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $541,767 | +51.9% | 10,694 | +47.3% | 0.43% | +35.3% |
| Q4 2022 | $356,588 | -18.8% | 7,261 | -20.6% | 0.32% | -22.1% |
| Q3 2022 | $439,000 | -8.2% | 9,143 | -2.6% | 0.41% | -5.1% |
| Q2 2022 | $478,000 | -10.2% | 9,384 | -2.9% | 0.43% | -8.9% |
| Q1 2022 | $532,000 | -13.6% | 9,666 | -6.3% | 0.47% | -12.3% |
| Q4 2021 | $616,000 | -17.2% | 10,313 | -16.7% | 0.54% | -22.6% |
| Q3 2021 | $744,000 | +4.2% | 12,386 | +5.1% | 0.69% | +0.9% |
| Q2 2021 | $714,000 | +2.3% | 11,784 | -0.3% | 0.69% | -6.9% |
| Q1 2021 | $698,000 | +11.1% | 11,819 | +16.5% | 0.74% | +20.0% |
| Q4 2020 | $628,000 | – | 10,142 | – | 0.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,175,793 | $59,930,000 | 15.12% |
| American Family Insurance Mutual Holding Co | 2,500,000 | $127,425,000 | 6.24% |
| WT Wealth Management | 172,927 | $8,814,000 | 4.35% |
| Compass Financial Group, Inc. | 123,337 | $6,286,000 | 4.00% |
| Insight Wealth Partners, LLC | 73,319 | $3,737,000 | 2.81% |
| Tolleson Wealth Management, Inc. | 147,798 | $7,533,000 | 2.13% |
| KerberRose Wealth Management, LLC | 50,496 | $2,574,000 | 2.10% |
| Shelter Mutual Insurance Co | 130,000 | $6,626,000 | 2.01% |
| IVC Wealth Advisors LLC | 43,655 | $2,225,000 | 1.72% |
| Avidian Wealth Solutions, LLC | 473,746 | $24,147,000 | 1.71% |