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 | $16,103 | +16.1% | 335 | +20.9% | 0.00% | 0.0% |
| Q2 2023 | $13,875 | -1.1% | 277 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $14,033 | +2.6% | 277 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $13,678 | -32.8% | 277 | -35.4% | 0.00% | -42.9% |
| Q3 2022 | $20,352 | +38.2% | 429 | +48.4% | 0.01% | +40.0% |
| Q2 2022 | $14,730 | +124.9% | 289 | +142.9% | 0.01% | +150.0% |
| Q1 2022 | $6,550 | – | 119 | – | 0.00% | – |
Download | ||||||
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% |