ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 303 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.24 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,595,767 | +9.3% | 117,606 | +15.1% | 2.67% | +16.9% |
| Q2 2023 | $5,120,100 | +143.8% | 102,218 | +139.0% | 2.28% | +97.3% |
| Q4 2022 | $2,100,140 | +18.7% | 42,764 | +23.2% | 1.16% | +9.4% |
| Q2 2022 | $1,770,000 | -9.1% | 34,717 | -1.9% | 1.06% | +5.7% |
| Q1 2022 | $1,948,000 | +1.8% | 35,395 | +10.6% | 1.00% | +1.3% |
| Q4 2021 | $1,913,000 | – | 32,017 | – | 0.99% | – |
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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% |