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 | $8,217 | -11.3% | 166 | -10.3% | 0.01% | -16.7% |
| Q2 2023 | $9,267 | -1.1% | 185 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $9,373 | +10.3% | 185 | +6.9% | 0.01% | -7.7% |
| Q4 2022 | $8,496 | -15.0% | 173 | -19.5% | 0.01% | +8.3% |
| Q3 2022 | $10,000 | -9.1% | 215 | -3.2% | 0.01% | 0.0% |
| Q2 2022 | $11,000 | -8.3% | 222 | +1.8% | 0.01% | 0.0% |
| Q1 2022 | $12,000 | +50.0% | 218 | +55.7% | 0.01% | +50.0% |
| Q4 2021 | $8,000 | 0.0% | 140 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $8,000 | – | 140 | – | 0.01% | – |
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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% |