ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 218 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $954,575 | -3.4% | 19,858 | +0.7% | 0.09% | +6.0% |
| Q2 2023 | $987,675 | -1.1% | 19,718 | 0.0% | 0.08% | -5.7% |
| Q1 2023 | $998,914 | +0.6% | 19,718 | +1.3% | 0.09% | +2.3% |
| Q4 2022 | $993,401 | -12.2% | 19,467 | -17.4% | 0.09% | -26.5% |
| Q3 2022 | $1,131,000 | -6.5% | 23,557 | -0.8% | 0.12% | -0.8% |
| Q2 2022 | $1,210,000 | -10.2% | 23,757 | -3.0% | 0.12% | +0.9% |
| Q1 2022 | $1,348,000 | -8.8% | 24,492 | -1.0% | 0.12% | -6.4% |
| Q4 2021 | $1,478,000 | +4.3% | 24,747 | +4.9% | 0.12% | -2.3% |
| Q3 2021 | $1,417,000 | +7.8% | 23,582 | +8.7% | 0.13% | +4.9% |
| Q2 2021 | $1,314,000 | +1.1% | 21,693 | -1.5% | 0.12% | -5.4% |
| Q1 2021 | $1,300,000 | +38.0% | 22,034 | +45.0% | 0.13% | -9.2% |
| Q4 2020 | $942,000 | +3.9% | 15,201 | +1.9% | 0.14% | +31.5% |
| Q3 2020 | $907,000 | -99.9% | 14,924 | +28.6% | 0.11% | +21.3% |
| Q2 2020 | $701,294,000 | +107131.5% | 11,607 | -0.6% | 0.09% | -10.1% |
| Q1 2020 | $654,000 | -3.3% | 11,679 | +0.7% | 0.10% | +13.8% |
| Q4 2019 | $676,000 | -2.5% | 11,596 | -2.0% | 0.09% | -9.4% |
| Q3 2019 | $693,000 | +2.7% | 11,836 | 0.0% | 0.10% | +2.1% |
| Q2 2019 | $675,000 | -1.2% | 11,836 | -4.3% | 0.09% | -6.0% |
| Q1 2019 | $683,000 | – | 12,369 | – | 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% |