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 | $14,241 | 0.0% | 284 | +1.4% | 0.00% | 0.0% |
| Q1 2024 | $14,241 | -99.2% | 280 | -99.2% | 0.00% | -99.1% |
| Q4 2023 | $1,716,648 | +10959.5% | 33,489 | +10268.1% | 0.23% | +11450.0% |
| Q3 2023 | $15,522 | -97.0% | 323 | -96.9% | 0.00% | -97.5% |
| Q2 2023 | $520,469 | +3709.9% | 10,391 | +3748.5% | 0.08% | +3950.0% |
| Q1 2023 | $13,661 | +4.0% | 270 | +1.1% | 0.00% | 0.0% |
| Q4 2022 | $13,132 | -40.3% | 267 | -42.5% | 0.00% | -60.0% |
| Q3 2022 | $22,000 | -4.3% | 464 | +0.7% | 0.01% | 0.0% |
| Q2 2022 | $23,000 | -95.4% | 461 | -94.9% | 0.01% | -94.6% |
| Q1 2022 | $495,000 | -87.0% | 8,993 | -85.9% | 0.09% | -88.6% |
| Q4 2021 | $3,820,000 | – | 63,941 | – | 0.81% | – |
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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% |