ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $358,602 | -54.6% | 7,460 | -52.7% | 0.14% | -63.3% |
| Q2 2023 | $789,669 | +95.2% | 15,765 | +97.5% | 0.38% | +135.6% |
| Q1 2023 | $404,469 | +0.4% | 7,984 | -2.6% | 0.16% | -1.8% |
| Q4 2022 | $402,751 | +118356.2% | 8,201 | +16.1% | 0.17% | +3.8% |
| Q3 2022 | $340 | -5.6% | 7,066 | 0.0% | 0.16% | +1.9% |
| Q2 2022 | $360 | -7.5% | 7,066 | 0.0% | 0.16% | -4.3% |
| Q1 2022 | $389 | +16.8% | 7,066 | +26.8% | 0.16% | -0.6% |
| Q4 2021 | $333 | – | 5,572 | – | 0.16% | – |
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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% |