ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 218 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,178 | -21.0% | 4,996 | -17.7% | 0.02% | -18.2% |
| Q2 2023 | $303,926 | -82.8% | 6,068 | -82.6% | 0.02% | -82.5% |
| Q1 2023 | $1,770,419 | +548.4% | 34,947 | +528.7% | 0.13% | +500.0% |
| Q4 2022 | $273,047 | +30.0% | 5,559 | +34.6% | 0.02% | +23.5% |
| Q2 2022 | $210,000 | -5.0% | 4,129 | +11.5% | 0.02% | +21.4% |
| Q4 2021 | $221,000 | -14.0% | 3,703 | -10.8% | 0.01% | -48.1% |
| Q4 2020 | $257,000 | -12.3% | 4,152 | -13.9% | 0.03% | +22.7% |
| Q3 2020 | $293,000 | – | 4,822 | – | 0.02% | – |
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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% |