ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 374 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,448,362 | -18.9% | 267,842 | -18.0% | 0.04% | -20.5% |
| Q1 2024 | $16,582,803 | +1.1% | 326,626 | +2.0% | 0.04% | -18.5% |
| Q4 2023 | $16,407,349 | +6.4% | 320,081 | -0.2% | 0.05% | -28.0% |
| Q3 2023 | $15,417,501 | -15.0% | 320,730 | -11.4% | 0.08% | +5.6% |
| Q2 2023 | $18,135,245 | +2666.0% | 362,053 | +2697.5% | 0.07% | +3450.0% |
| Q1 2023 | $655,642 | – | 12,942 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,288,667 | $64,549 | 15.16% |
| Long Run Wealth Advisors, LLC | 715,627 | $35,845,774 | 11.44% |
| Kingdom Financial Group LLC. | 117,234 | $5,872,232 | 5.76% |
| Simplicity Wealth,LLC | 136,545 | $6,839,550 | 4.25% |
| Japan Science & Technology Agency | 7,234,311 | $362,366,638 | 4.18% |
| Ratio Wealth Group | 314,422 | $15,749,398 | 3.90% |
| Shelter Mutual Insurance Co | 290,980 | $14,575,188 | 3.54% |
| Erickson Financial Group, LLC | 74,264 | $3,719,884 | 3.38% |
| Quantitative Strategies, Inc. | 98,786 | $4,948,191 | 3.32% |
| Westover Capital Advisors, LLC | 166,432 | $8,336,579 | 2.90% |