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 | $486,468 | -40.8% | 10,120 | -38.3% | 0.06% | -38.1% |
| Q2 2023 | $821,977 | -7.9% | 16,410 | -6.8% | 0.10% | -16.0% |
| Q1 2023 | $892,123 | +22.6% | 17,610 | +18.8% | 0.12% | +8.7% |
| Q4 2022 | $727,810 | -23.8% | 14,820 | -25.4% | 0.12% | -29.4% |
| Q3 2022 | $955,000 | -15.7% | 19,870 | -10.6% | 0.16% | -11.9% |
| Q2 2022 | $1,133,000 | +4.6% | 22,230 | +13.0% | 0.18% | +33.1% |
| Q1 2022 | $1,083,000 | +0.7% | 19,680 | +9.3% | 0.14% | +13.0% |
| Q4 2021 | $1,075,000 | +31.3% | 18,000 | +32.2% | 0.12% | +23.0% |
| Q3 2021 | $819,000 | -0.7% | 13,620 | 0.0% | 0.10% | -2.0% |
| Q2 2021 | $825,000 | -1.8% | 13,620 | -4.2% | 0.10% | -16.4% |
| Q1 2021 | $840,000 | +34.2% | 14,220 | +40.8% | 0.12% | +22.0% |
| Q4 2020 | $626,000 | – | 10,100 | – | 0.10% | – |
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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% |