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 | $19,949 | -4.0% | 415 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $20,787 | -1.1% | 415 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $21,024 | -58.9% | 415 | -60.1% | 0.00% | -75.0% |
| Q4 2022 | $51,124 | +2.2% | 1,041 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $50,000 | -5.7% | 1,041 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $53,000 | -11.7% | 1,041 | -4.9% | 0.01% | 0.0% |
| Q1 2022 | $60,000 | -13.0% | 1,095 | -4.7% | 0.01% | -16.7% |
| Q4 2021 | $69,000 | +1.5% | 1,149 | +0.9% | 0.01% | -14.3% |
| Q3 2021 | $68,000 | -1.4% | 1,139 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $69,000 | -31.7% | 1,139 | -33.7% | 0.01% | -42.9% |
| Q1 2021 | $101,000 | -46.8% | 1,719 | -44.0% | 0.01% | -60.0% |
| Q4 2020 | $190,000 | -97.9% | 3,067 | -98.0% | 0.04% | -98.3% |
| Q3 2020 | $9,226,000 | +6.3% | 151,798 | +5.7% | 2.05% | +0.4% |
| Q2 2020 | $8,678,000 | +20.3% | 143,630 | +11.6% | 2.04% | +3.7% |
| Q1 2020 | $7,212,000 | – | 128,733 | – | 1.97% | – |
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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% |