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 | $11,012,859 | -2.5% | 229,100 | +1.6% | 0.57% | -4.2% |
| Q2 2023 | $11,299,119 | +35.1% | 225,576 | +36.6% | 0.59% | +16.5% |
| Q1 2023 | $8,362,838 | -33.0% | 165,078 | -35.0% | 0.51% | -32.8% |
| Q4 2022 | $12,474,777 | -1.4% | 254,017 | -3.5% | 0.76% | -13.2% |
| Q3 2022 | $12,652,000 | -7.1% | 263,324 | -0.7% | 0.87% | +29.4% |
| Q2 2022 | $13,618,000 | -7.0% | 265,219 | -0.3% | 0.67% | +7.0% |
| Q1 2022 | $14,638,000 | -7.9% | 265,968 | +0.0% | 0.63% | +4.0% |
| Q4 2021 | $15,890,000 | -26.2% | 265,954 | -25.4% | 0.60% | -26.6% |
| Q3 2021 | $21,518,000 | +5.3% | 356,615 | +5.9% | 0.82% | +3.4% |
| Q2 2021 | $20,427,000 | +2.4% | 336,896 | +0.6% | 0.80% | +43.1% |
| Q1 2021 | $19,950,000 | -6.1% | 334,945 | -8.3% | 0.56% | -34.7% |
| Q4 2020 | $21,238,000 | -45.6% | 365,282 | -43.2% | 0.85% | -57.8% |
| Q3 2020 | $39,025,000 | +24.2% | 643,252 | +23.1% | 2.02% | +15.7% |
| Q2 2020 | $31,433,000 | +13.7% | 522,607 | +4.9% | 1.75% | -5.8% |
| Q1 2020 | $27,634,000 | +428.3% | 498,193 | +456.4% | 1.86% | +565.2% |
| Q4 2019 | $5,231,000 | +38.1% | 89,537 | +37.4% | 0.28% | +23.5% |
| Q3 2019 | $3,788,000 | +2.8% | 65,169 | +0.9% | 0.23% | -0.9% |
| Q2 2019 | $3,684,000 | +12.0% | 64,569 | +8.5% | 0.23% | +5.1% |
| Q1 2019 | $3,289,000 | +11.3% | 59,485 | +18.5% | 0.22% | -0.9% |
| Q4 2018 | $2,956,000 | +98.1% | 50,188 | +82.4% | 0.22% | +121.2% |
| Q3 2018 | $1,492,000 | +514.0% | 27,509 | +1110.3% | 0.10% | +421.1% |
| Q2 2018 | $243,000 | +492.7% | 2,273 | +490.4% | 0.02% | +375.0% |
| Q1 2018 | $41,000 | -4.7% | 385 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $43,000 | 0.0% | 385 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $43,000 | +26.5% | 385 | +24.2% | 0.00% | +33.3% |
| Q2 2017 | $34,000 | -5.6% | 310 | -7.5% | 0.00% | -25.0% |
| Q1 2017 | $36,000 | 0.0% | 335 | 0.0% | 0.00% | -20.0% |
| Q4 2016 | $36,000 | -12.2% | 335 | -7.7% | 0.01% | -16.7% |
| Q3 2016 | $41,000 | 0.0% | 363 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $41,000 | +1266.7% | 363 | +1196.4% | 0.01% | – |
| Q1 2016 | $3,000 | – | 28 | – | 0.00% | – |
Download | ||||||
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% |