ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 270 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $873,144 | -29.8% | 18,164 | -12.1% | 0.28% | -31.8% |
| Q2 2023 | $1,244,174 | +28.2% | 20,657 | +7.8% | 0.42% | +39.3% |
| Q1 2023 | $970,545 | -19.8% | 19,158 | -4.6% | 0.30% | -52.7% |
| Q4 2022 | $1,209,961 | +25.3% | 20,089 | 0.0% | 0.63% | +31.5% |
| Q3 2022 | $966,000 | -20.1% | 20,089 | 0.0% | 0.48% | -23.9% |
| Q2 2022 | $1,209,000 | +9.4% | 20,089 | 0.0% | 0.63% | +11.8% |
| Q1 2022 | $1,105,000 | -7.8% | 20,089 | 0.0% | 0.57% | -3.4% |
| Q4 2021 | $1,199,000 | -0.7% | 20,089 | 0.0% | 0.59% | -10.0% |
| Q3 2021 | $1,207,000 | – | 20,089 | – | 0.65% | – |
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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% |