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 2022 | $271,000 | +16.8% | 5,652 | +45.5% | 0.02% | +155.6% |
| Q4 2021 | $232,000 | -3.7% | 3,885 | -3.1% | 0.01% | -75.7% |
| Q3 2021 | $241,000 | -40.6% | 4,008 | -40.2% | 0.04% | -40.3% |
| Q2 2021 | $406,000 | +2.5% | 6,699 | -0.1% | 0.06% | -1.6% |
| Q1 2021 | $396,000 | -9.2% | 6,707 | -4.7% | 0.06% | -12.5% |
| Q4 2020 | $436,000 | -5.8% | 7,035 | -7.7% | 0.07% | -18.2% |
| Q3 2020 | $463,000 | +5.2% | 7,623 | +4.7% | 0.09% | +1.1% |
| Q2 2020 | $440,000 | -1.8% | 7,280 | -9.0% | 0.09% | -24.3% |
| Q1 2020 | $448,000 | +85.1% | 7,997 | +92.6% | 0.12% | +139.6% |
| Q4 2019 | $242,000 | +796.3% | 4,153 | +1535.0% | 0.05% | +200.0% |
| Q2 2013 | $27,000 | – | 254 | – | 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% |