ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 259 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $541,767 | +51.9% | 10,694 | +47.3% | 0.43% | +35.3% |
| Q4 2022 | $356,588 | -18.8% | 7,261 | -20.6% | 0.32% | -22.1% |
| Q3 2022 | $439,000 | -8.2% | 9,143 | -2.6% | 0.41% | -5.1% |
| Q2 2022 | $478,000 | -10.2% | 9,384 | -2.9% | 0.43% | -8.9% |
| Q1 2022 | $532,000 | -13.6% | 9,666 | -6.3% | 0.47% | -12.3% |
| Q4 2021 | $616,000 | -17.2% | 10,313 | -16.7% | 0.54% | -22.6% |
| Q3 2021 | $744,000 | +4.2% | 12,386 | +5.1% | 0.69% | +0.9% |
| Q2 2021 | $714,000 | +2.3% | 11,784 | -0.3% | 0.69% | -6.9% |
| Q1 2021 | $698,000 | +11.1% | 11,819 | +16.5% | 0.74% | +20.0% |
| Q4 2020 | $628,000 | – | 10,142 | – | 0.62% | – |
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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% |