ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 321 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,625,874 | -0.1% | 304,262 | +4.1% | 0.44% | +16.2% |
| Q2 2023 | $14,645,414 | -4.5% | 292,382 | -3.4% | 0.38% | -8.1% |
| Q1 2023 | $15,328,804 | +75.3% | 302,582 | +69.9% | 0.41% | +66.9% |
| Q4 2022 | $8,744,134 | +2.2% | 178,052 | 0.0% | 0.24% | -3.9% |
| Q3 2022 | $8,555,000 | +8.4% | 178,052 | +15.0% | 0.26% | +34.9% |
| Q2 2022 | $7,892,000 | -8.3% | 154,840 | -1.0% | 0.19% | +12.5% |
| Q1 2022 | $8,606,000 | -7.9% | 156,360 | 0.0% | 0.17% | -2.3% |
| Q4 2021 | $9,341,000 | -0.6% | 156,360 | 0.0% | 0.17% | -10.9% |
| Q3 2021 | $9,397,000 | -0.8% | 156,360 | 0.0% | 0.19% | 0.0% |
| Q2 2021 | $9,474,000 | +18.8% | 156,360 | +15.8% | 0.19% | +11.6% |
| Q1 2021 | $7,973,000 | -0.1% | 135,040 | +4.9% | 0.17% | -3.9% |
| Q4 2020 | $7,978,000 | -12.6% | 128,740 | -14.3% | 0.18% | -18.6% |
| Q3 2020 | $9,132,000 | +0.6% | 150,240 | 0.0% | 0.22% | -4.7% |
| Q2 2020 | $9,078,000 | +15.4% | 150,240 | +7.0% | 0.23% | +4.5% |
| Q1 2020 | $7,865,000 | -0.9% | 140,400 | +3.2% | 0.22% | +26.9% |
| Q4 2019 | $7,935,000 | +2.5% | 136,100 | +2.5% | 0.18% | -1.1% |
| Q3 2019 | $7,740,000 | -34.8% | 132,800 | -36.2% | 0.18% | -35.6% |
| Q2 2019 | $11,872,000 | +3.2% | 208,020 | 0.0% | 0.28% | +0.4% |
| Q1 2019 | $11,499,000 | +8.2% | 208,020 | +3.7% | 0.27% | -3.9% |
| Q4 2018 | $10,624,000 | – | 200,640 | – | 0.28% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,269,661 | $62,353 | 15.49% |
| Simplicity Wealth,LLC | 111,005 | $5,451,478 | 4.81% |
| Long Run Wealth Advisors, LLC | 253,421 | $12,445,485 | 4.48% |
| Erickson Financial Group, LLC | 65,632 | $3,223,188 | 3.49% |
| Global Wealth Strategies & Associates | 103,501 | $5,082,934 | 2.95% |
| MCF Advisors LLC | 483,375 | $23,738,548 | 2.42% |
| Center For Asset Management LLC | 52,785 | $2,592,276 | 2.42% |
| Arcadia Wealth Management, LLC | 54,716 | $2,687,123 | 2.36% |
| Personal Capital Advisors Corp | 9,741,579 | $478,408,935 | 2.32% |
| Wayfinding Financial, LLC | 41,968 | $2,432 | 1.95% |