UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC - ISHARES TR ownership

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
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$2,254,220,392
-38.1%
44,400,638
+71000.2%
0.80%
+39950.0%
Q3 2019$3,639,469,000
+0.3%
62,448
-1.8%
0.00%
-33.3%
Q2 2019$3,629,709,000
-5.7%
63,601
-8.7%
0.00%0.0%
Q1 2019$3,850,750,000
-41.8%
69,659
-44.2%
0.00%
-50.0%
Q4 2018$6,612,290,000
-39.5%
124,878
-38.7%
0.01%
-25.0%
Q3 2018$10,925,289,000
-7.7%
203,754
+84.4%
0.01%
-11.1%
Q2 2018$11,836,044,000
+5.9%
110,483
+7.7%
0.01%0.0%
Q1 2018$11,179,341,000
+69.1%
102,591
+73.8%
0.01%
+50.0%
Q4 2017$6,612,347,000
-5.6%
59,023
-5.5%
0.01%0.0%
Q3 2017$7,008,202,000
+1.5%
62,445
+1.0%
0.01%
-14.3%
Q2 2017$6,905,509,000
-11.2%
61,833
-12.6%
0.01%
-12.5%
Q1 2017$7,780,199,000
+1275342.5%
70,787
+1166.5%
0.01%
+700.0%
Q4 2016$610,000
+159.6%
5,589
+170.7%
0.00%
Q3 2016$235,000
+14.1%
2,065
+13.5%
0.00%
Q2 2016$206,000
-75.2%
1,819
-76.6%
0.00%
-100.0%
Q4 2015$831,0007,7850.00%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,308,701$62,883,00016.18%
Aprio Wealth Management, LLC 326,105$15,669,0006.29%
Long Run Wealth Advisors, LLC 236,846$11,380,0004.51%
Insight Wealth Partners, LLC 71,772$3,449,0003.25%
Center For Asset Management LLC 53,672$2,579,0002.56%
Allworth Financial LP 3,395,318$163,145,0002.06%
Shelter Mutual Insurance Co 130,000$6,247,0002.02%
Tolleson Wealth Management, Inc. 124,645$5,989,0001.80%
IVC Wealth Advisors LLC 43,542$2,092,0001.68%
Avidian Wealth Solutions, LLC 451,034$21,672,0001.57%
View complete list of ISHARES TR shareholders