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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $371,000 | -37.3% | 7,276 | -32.4% | 0.29% | +4.7% |
| Q1 2022 | $592,000 | -9.2% | 10,757 | -1.5% | 0.28% | -8.3% |
| Q4 2021 | $652,000 | -0.3% | 10,919 | +0.3% | 0.30% | -10.4% |
| Q3 2021 | $654,000 | -3.7% | 10,888 | -2.9% | 0.34% | -2.0% |
| Q2 2021 | $679,000 | +5.3% | 11,208 | +2.6% | 0.34% | -2.3% |
| Q1 2021 | $645,000 | -4.9% | 10,920 | -0.2% | 0.35% | -5.4% |
| Q4 2020 | $678,000 | -1.3% | 10,946 | -3.2% | 0.37% | -11.2% |
| Q3 2020 | $687,000 | +2.1% | 11,306 | +1.5% | 0.42% | -1.2% |
| Q2 2020 | $673,000 | +36.0% | 11,135 | +26.1% | 0.42% | +15.6% |
| Q1 2020 | $495,000 | +11.2% | 8,831 | +15.7% | 0.37% | -9.6% |
| Q4 2019 | $445,000 | – | 7,631 | – | 0.40% | – |
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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% |