ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 303 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.24 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $423,000 | -4.1% | 8,805 | 0.0% | 0.06% | +21.6% |
| Q2 2023 | $441,000 | -8.9% | 8,805 | -7.9% | 0.05% | -15.0% |
| Q1 2023 | $484,000 | +3.2% | 9,560 | 0.0% | 0.06% | -10.4% |
| Q4 2022 | $469,000 | -5.4% | 9,560 | -7.3% | 0.07% | -20.2% |
| Q3 2022 | $496,000 | -5.7% | 10,315 | 0.0% | 0.08% | -12.5% |
| Q2 2022 | $526,000 | -7.2% | 10,315 | +0.1% | 0.10% | +5.5% |
| Q1 2022 | $567,000 | – | 10,309 | – | 0.09% | – |
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% |