ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 241 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,421,572 | +2.7% | 71,179 | +7.0% | 2.29% | +8.5% |
| Q2 2023 | $3,330,795 | +25.5% | 66,496 | +26.9% | 2.11% | +12.1% |
| Q1 2023 | $2,654,135 | +31.9% | 52,391 | +27.8% | 1.88% | +26.8% |
| Q4 2022 | $2,012,816 | -3.8% | 40,986 | -5.9% | 1.48% | -11.9% |
| Q3 2022 | $2,092,000 | -6.0% | 43,542 | -0.3% | 1.68% | -2.2% |
| Q2 2022 | $2,225,000 | -6.2% | 43,655 | +1.3% | 1.72% | +10.5% |
| Q1 2022 | $2,372,000 | -2.2% | 43,095 | +6.1% | 1.56% | -0.3% |
| Q4 2021 | $2,426,000 | +10.9% | 40,611 | +11.6% | 1.56% | +3.6% |
| Q3 2021 | $2,188,000 | +1.2% | 36,402 | +2.1% | 1.51% | -0.7% |
| Q2 2021 | $2,161,000 | +2.2% | 35,665 | -0.5% | 1.52% | -8.8% |
| Q1 2021 | $2,115,000 | +19.3% | 35,829 | +25.3% | 1.67% | -1.5% |
| Q4 2020 | $1,773,000 | – | 28,603 | – | 1.69% | – |
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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% |