ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 285 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $4,102 | +3.1% | 81 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $3,977 | -0.6% | 81 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $4,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $4,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $4,000 | -20.0% | 81 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $5,000 | -50.0% | 81 | -49.7% | 0.00% | -50.0% |
Q2 2021 | $10,000 | -60.0% | 161 | -28.8% | 0.00% | -84.6% |
Q1 2016 | $25,000 | +4.2% | 226 | 0.0% | 0.01% | +8.3% |
Q4 2015 | $24,000 | -4.0% | 226 | 0.0% | 0.01% | -14.3% |
Q3 2015 | $25,000 | – | 226 | – | 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% |