ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $358,602 | -54.6% | 7,460 | -52.7% | 0.14% | -63.3% |
| Q2 2023 | $789,669 | +95.2% | 15,765 | +97.5% | 0.38% | +135.6% |
| Q1 2023 | $404,469 | +0.4% | 7,984 | -2.6% | 0.16% | -1.8% |
| Q4 2022 | $402,751 | +118356.2% | 8,201 | +16.1% | 0.17% | +3.8% |
| Q3 2022 | $340 | -5.6% | 7,066 | 0.0% | 0.16% | +1.9% |
| Q2 2022 | $360 | -7.5% | 7,066 | 0.0% | 0.16% | -4.3% |
| Q1 2022 | $389 | +16.8% | 7,066 | +26.8% | 0.16% | -0.6% |
| Q4 2021 | $333 | – | 5,572 | – | 0.16% | – |
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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% |