ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 321 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,315,603 | -12.5% | 194,095 | -8.7% | 0.02% | -11.8% |
Q2 2023 | $10,649,033 | -10.3% | 212,598 | -9.3% | 0.02% | -15.0% |
Q1 2023 | $11,874,045 | -1.3% | 234,387 | -4.3% | 0.02% | -4.8% |
Q4 2022 | $12,032,490 | +513.3% | 245,011 | +500.1% | 0.02% | +425.0% |
Q3 2022 | $1,962,000 | -5.7% | 40,826 | +0.1% | 0.00% | 0.0% |
Q2 2022 | $2,080,000 | -7.1% | 40,802 | +0.4% | 0.00% | 0.0% |
Q1 2022 | $2,238,000 | -50.7% | 40,650 | -46.5% | 0.00% | -42.9% |
Q4 2021 | $4,540,000 | +22.9% | 75,995 | +23.6% | 0.01% | 0.0% |
Q3 2021 | $3,695,000 | -0.8% | 61,481 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $3,725,000 | -0.1% | 61,481 | -2.6% | 0.01% | -12.5% |
Q1 2021 | $3,728,000 | +31.5% | 63,132 | +38.0% | 0.01% | +33.3% |
Q4 2020 | $2,834,000 | -54.6% | 45,732 | -55.4% | 0.01% | -60.0% |
Q3 2020 | $6,237,000 | +142.0% | 102,627 | +140.7% | 0.02% | +114.3% |
Q2 2020 | $2,577,000 | +12.8% | 42,641 | +4.5% | 0.01% | 0.0% |
Q1 2020 | $2,285,000 | -9.8% | 40,791 | -6.1% | 0.01% | +16.7% |
Q4 2019 | $2,533,000 | -0.4% | 43,451 | -0.4% | 0.01% | -14.3% |
Q3 2019 | $2,542,000 | +8.8% | 43,635 | +6.5% | 0.01% | 0.0% |
Q2 2019 | $2,337,000 | +12.5% | 40,958 | +8.9% | 0.01% | +16.7% |
Q1 2019 | $2,078,000 | +4.8% | 37,601 | +0.5% | 0.01% | 0.0% |
Q4 2018 | $1,982,000 | +8.0% | 37,431 | +9.4% | 0.01% | +20.0% |
Q3 2018 | $1,835,000 | +5.6% | 34,215 | +110.9% | 0.01% | 0.0% |
Q2 2018 | $1,738,000 | +64.0% | 16,225 | +66.8% | 0.01% | +66.7% |
Q1 2018 | $1,060,000 | -2.7% | 9,725 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $1,089,000 | +22.5% | 9,725 | +22.8% | 0.00% | 0.0% |
Q3 2017 | $889,000 | +12.5% | 7,920 | +12.0% | 0.00% | 0.0% |
Q2 2017 | $790,000 | +16.3% | 7,070 | +14.4% | 0.00% | +50.0% |
Q1 2017 | $679,000 | +0.6% | 6,178 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $675,000 | -2.5% | 6,178 | +1.6% | 0.00% | -33.3% |
Q3 2016 | $692,000 | +540.7% | 6,078 | +539.8% | 0.00% | – |
Q2 2016 | $108,000 | +2.9% | 950 | 0.0% | 0.00% | – |
Q1 2016 | $105,000 | +400.0% | 950 | +387.2% | 0.00% | – |
Q4 2015 | $21,000 | 0.0% | 195 | 0.0% | 0.00% | – |
Q3 2015 | $21,000 | -44.7% | 195 | -44.0% | 0.00% | – |
Q2 2015 | $38,000 | -86.9% | 348 | -86.3% | 0.00% | -100.0% |
Q1 2015 | $289,000 | +16.5% | 2,548 | +14.9% | 0.00% | 0.0% |
Q4 2014 | $248,000 | +8.3% | 2,217 | +6.8% | 0.00% | 0.0% |
Q3 2014 | $229,000 | -6.9% | 2,075 | -6.2% | 0.00% | 0.0% |
Q2 2014 | $246,000 | -6.5% | 2,213 | -7.8% | 0.00% | 0.0% |
Q1 2014 | $263,000 | -8.4% | 2,399 | -10.5% | 0.00% | 0.0% |
Q4 2013 | $287,000 | -0.7% | 2,679 | -0.7% | 0.00% | 0.0% |
Q3 2013 | $289,000 | +20.4% | 2,699 | +21.2% | 0.00% | 0.0% |
Q2 2013 | $240,000 | – | 2,226 | – | 0.00% | – |
Download |
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% |