ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 103 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.66 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $224,464 | +6.0% | 4,733 | +11.9% | 0.01% | +10.0% |
| Q2 2023 | $211,845 | -13.2% | 4,229 | -12.2% | 0.01% | -23.1% |
| Q1 2023 | $244,079 | +90.5% | 4,816 | +84.6% | 0.01% | +44.4% |
| Q4 2022 | $128,117 | +4.2% | 2,609 | +0.9% | 0.01% | 0.0% |
| Q3 2022 | $123,000 | -3.1% | 2,587 | +3.9% | 0.01% | -10.0% |
| Q2 2022 | $127,000 | +10.4% | 2,490 | +12.9% | 0.01% | +11.1% |
| Q1 2022 | $115,000 | – | 2,205 | +27462.5% | 0.01% | – |
| Q4 2020 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 8 | -71.4% | 0.00% | – |
| Q1 2019 | $2,000 | -97.0% | 28 | -95.4% | 0.00% | -100.0% |
| Q2 2017 | $67,000 | +1.5% | 604 | 0.0% | 0.03% | -13.5% |
| Q1 2017 | $66,000 | 0.0% | 604 | 0.0% | 0.04% | -15.9% |
| Q4 2016 | $66,000 | – | 604 | – | 0.04% | – |
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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% |