ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 309 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.24 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,831,523 | -0.8% | 76,009 | -0.1% | 1.48% | +1.2% |
| Q1 2024 | $3,861,211 | +1.9% | 76,053 | +2.9% | 1.46% | -2.1% |
| Q4 2023 | $3,789,530 | +6.2% | 73,944 | -0.4% | 1.50% | -0.6% |
| Q3 2023 | $3,569,101 | -15.8% | 74,248 | -12.2% | 1.50% | -10.6% |
| Q2 2023 | $4,236,388 | +35.5% | 84,584 | +36.8% | 1.68% | +44.8% |
| Q1 2023 | $3,127,154 | +15.2% | 61,819 | +11.9% | 1.16% | +11.6% |
| Q4 2022 | $2,714,162 | – | 55,267 | – | 1.04% | – |
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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% |