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 | $484,065 | -31.7% | 10,070 | -28.9% | 0.01% | -25.0% |
| Q2 2023 | $709,174 | +8.8% | 14,158 | +10.1% | 0.01% | +14.3% |
| Q1 2023 | $651,690 | +51951.9% | 12,864 | -49.5% | 0.01% | -56.2% |
| Q4 2022 | $1,252 | -99.4% | 25,484 | +565.4% | 0.02% | +433.3% |
| Q1 2019 | $212,000 | +0.5% | 3,830 | -4.0% | 0.00% | -25.0% |
| Q4 2018 | $211,000 | -1.4% | 3,990 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $214,000 | 0.0% | 3,990 | +100.0% | 0.00% | 0.0% |
| Q2 2018 | $214,000 | -15.4% | 1,995 | -14.0% | 0.00% | -20.0% |
| Q1 2018 | $253,000 | -2.7% | 2,320 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $260,000 | 0.0% | 2,320 | 0.0% | 0.01% | -16.7% |
| Q3 2017 | $260,000 | -14.2% | 2,320 | -14.4% | 0.01% | -14.3% |
| Q2 2017 | $303,000 | +1.7% | 2,710 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $298,000 | +0.7% | 2,710 | 0.0% | 0.01% | -12.5% |
| Q4 2016 | $296,000 | -3.9% | 2,710 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $308,000 | +0.3% | 2,710 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $307,000 | +2.7% | 2,710 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $299,000 | +3.5% | 2,710 | 0.0% | 0.01% | -11.1% |
| Q4 2015 | $289,000 | – | 2,710 | – | 0.01% | – |
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% |