ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 329 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,735,136 | -10.7% | 160,914 | -6.9% | 0.01% | -11.1% |
| Q2 2023 | $8,658,958 | +12.1% | 172,868 | +13.4% | 0.01% | 0.0% |
| Q1 2023 | $7,720,939 | -50.1% | 152,407 | -51.6% | 0.01% | -50.0% |
| Q4 2022 | $15,465,459 | +167.3% | 314,914 | +161.6% | 0.02% | +100.0% |
| Q3 2022 | $5,785,000 | -9.4% | 120,402 | -3.9% | 0.01% | 0.0% |
| Q2 2022 | $6,383,000 | -1.9% | 125,240 | +5.9% | 0.01% | +12.5% |
| Q1 2022 | $6,507,000 | +42.7% | 118,231 | +54.9% | 0.01% | +100.0% |
| Q4 2021 | $4,559,000 | -4.7% | 76,314 | -4.1% | 0.00% | -20.0% |
| Q3 2021 | $4,783,000 | -22.0% | 79,585 | -21.4% | 0.01% | -28.6% |
| Q2 2021 | $6,132,000 | -49.6% | 101,200 | -50.9% | 0.01% | -50.0% |
| Q1 2021 | $12,175,000 | -54.3% | 206,208 | -52.0% | 0.01% | -60.0% |
| Q4 2020 | $26,626,000 | -3.7% | 429,665 | -5.6% | 0.04% | -20.5% |
| Q3 2020 | $27,656,000 | +46.3% | 455,010 | +45.4% | 0.04% | +22.2% |
| Q2 2020 | $18,904,000 | – | 312,871 | – | 0.04% | – |
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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% |