ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 285 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $11,920,988 | +11.8% | 232,559 | +4.8% | 1.75% | -1.4% |
| Q3 2023 | $10,662,803 | +564966.4% | 221,818 | +488.8% | 1.77% | +472.3% |
| Q2 2023 | $1,887 | -59.9% | 37,675 | -59.4% | 0.31% | -63.5% |
| Q1 2023 | $4,704 | -99.9% | 92,862 | +7.8% | 0.85% | -1.2% |
| Q4 2022 | $4,229,600 | -3.2% | 86,125 | -5.3% | 0.86% | -22.3% |
| Q3 2022 | $4,369,000 | +36.1% | 90,920 | +44.4% | 1.10% | +49.9% |
| Q2 2022 | $3,210,000 | -21.3% | 62,981 | -15.0% | 0.74% | -7.8% |
| Q1 2022 | $4,081,000 | +10.4% | 74,132 | +19.8% | 0.80% | +27.2% |
| Q4 2021 | $3,697,000 | -0.0% | 61,899 | +0.6% | 0.63% | -0.6% |
| Q3 2021 | $3,698,000 | +2.3% | 61,524 | +3.1% | 0.63% | +6.6% |
| Q2 2021 | $3,616,000 | +157.7% | 59,676 | +151.0% | 0.59% | +151.3% |
| Q1 2021 | $1,403,000 | +31.7% | 23,771 | +38.3% | 0.24% | +33.3% |
| Q4 2020 | $1,065,000 | +2.5% | 17,182 | +0.5% | 0.18% | -4.8% |
| Q3 2020 | $1,039,000 | -42.7% | 17,098 | -43.0% | 0.19% | -44.1% |
| Q2 2020 | $1,813,000 | +96.4% | 30,013 | +82.3% | 0.33% | +81.0% |
| Q1 2020 | $923,000 | -37.3% | 16,463 | -34.8% | 0.18% | -20.3% |
| Q4 2019 | $1,471,000 | -0.1% | 25,244 | -0.1% | 0.23% | -3.8% |
| Q3 2019 | $1,472,000 | +16.2% | 25,261 | +13.7% | 0.24% | +12.1% |
| Q2 2019 | $1,267,000 | – | 22,209 | – | 0.21% | – |
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% |