ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 386 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.29 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,075,147 | -31.1% | 21,413 | -30.3% | 0.56% | -34.1% |
| Q1 2024 | $1,559,350 | -5.7% | 30,714 | -4.8% | 0.86% | -14.7% |
| Q4 2023 | $1,653,494 | +104.6% | 32,257 | +91.9% | 1.01% | +80.9% |
| Q3 2023 | $808,057 | +18.6% | 16,810 | +25.0% | 0.56% | +16.3% |
| Q1 2023 | $681,225 | -63.8% | 13,447 | -63.6% | 0.48% | -64.7% |
| Q2 2022 | $1,884,000 | – | 36,980 | – | 1.35% | – |
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% |