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 | $587,752 | -8.4% | 12,227 | -4.5% | 0.54% | -5.3% |
| Q2 2023 | $641,553 | -12.2% | 12,808 | -11.2% | 0.57% | -24.9% |
| Q1 2023 | $730,568 | -6.5% | 14,421 | -5.4% | 0.76% | -6.5% |
| Q4 2022 | $781,445 | -0.1% | 15,248 | -7.5% | 0.81% | -3.7% |
| Q3 2022 | $782,000 | -17.2% | 16,487 | -8.4% | 0.84% | -17.4% |
| Q2 2022 | $945,000 | -1.5% | 17,993 | -1.7% | 1.02% | +18.0% |
| Q1 2022 | $959,000 | -16.4% | 18,307 | -9.8% | 0.87% | -20.3% |
| Q4 2021 | $1,147,000 | – | 20,298 | – | 1.09% | – |
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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% |