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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $82,584 | -4.0% | 1,718 | 0.0% | 0.03% | -6.5% |
| Q2 2023 | $86,055 | -1.1% | 1,718 | 0.0% | 0.03% | -3.1% |
| Q1 2023 | $87,034 | +3.2% | 1,718 | 0.0% | 0.03% | -3.0% |
| Q4 2022 | $84,371 | -99.9% | 1,718 | -0.1% | 0.03% | -5.7% |
| Q3 2022 | $82,646,000 | -6.2% | 1,720 | -0.5% | 0.04% | -2.8% |
| Q2 2022 | $88,076,000 | -4.5% | 1,728 | 0.0% | 0.04% | +9.1% |
| Q1 2022 | $92,206,000 | -36.6% | 1,728 | -29.0% | 0.03% | -32.7% |
| Q4 2021 | $145,467,000 | -0.6% | 2,435 | 0.0% | 0.05% | -10.9% |
| Q3 2021 | $146,344,000 | – | 2,435 | – | 0.06% | – |
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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% |