ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 329 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $643,225 | -4.2% | 13,381 | -0.2% | 0.04% | -2.5% |
| Q2 2023 | $671,306 | -1.1% | 13,402 | 0.0% | 0.04% | -7.0% |
| Q1 2023 | $678,945 | +95660.9% | 13,402 | -7.1% | 0.04% | -4.4% |
| Q4 2022 | $709 | -99.9% | 14,433 | -8.4% | 0.04% | -16.7% |
| Q3 2022 | $757,000 | -6.3% | 15,755 | -0.6% | 0.05% | -3.6% |
| Q2 2022 | $808,000 | -27.9% | 15,846 | -22.1% | 0.06% | -21.1% |
| Q1 2022 | $1,120,000 | -11.2% | 20,346 | -3.6% | 0.07% | -11.2% |
| Q4 2021 | $1,261,000 | +2.2% | 21,099 | +2.7% | 0.08% | -7.0% |
| Q3 2021 | $1,234,000 | -0.8% | 20,536 | 0.0% | 0.09% | 0.0% |
| Q2 2021 | $1,244,000 | +2.4% | 20,536 | -0.2% | 0.09% | -1.1% |
| Q1 2021 | $1,215,000 | -8.2% | 20,587 | -3.6% | 0.09% | -15.5% |
| Q4 2020 | $1,324,000 | -7.9% | 21,362 | -9.6% | 0.10% | -16.9% |
| Q3 2020 | $1,438,000 | -1.0% | 23,643 | -1.7% | 0.12% | -5.3% |
| Q2 2020 | $1,453,000 | -1.6% | 24,061 | -8.7% | 0.13% | -12.7% |
| Q1 2020 | $1,477,000 | -21.4% | 26,365 | -18.3% | 0.15% | -3.2% |
| Q4 2019 | $1,880,000 | -0.3% | 32,252 | -0.1% | 0.16% | -9.4% |
| Q3 2019 | $1,885,000 | +2.1% | 32,282 | -0.2% | 0.17% | -6.6% |
| Q2 2019 | $1,846,000 | -1.7% | 32,347 | -4.7% | 0.18% | -8.0% |
| Q1 2019 | $1,877,000 | -3.1% | 33,952 | -7.2% | 0.20% | -16.4% |
| Q4 2018 | $1,937,000 | +423.5% | 36,587 | +430.4% | 0.24% | +428.9% |
| Q3 2018 | $370,000 | -65.3% | 6,898 | -30.6% | 0.04% | -67.4% |
| Q2 2018 | $1,065,000 | -0.5% | 9,944 | +1.3% | 0.14% | -2.1% |
| Q1 2018 | $1,070,000 | +10.9% | 9,816 | +14.0% | 0.14% | +13.7% |
| Q4 2017 | $965,000 | +6.9% | 8,612 | +7.0% | 0.12% | -8.1% |
| Q3 2017 | $903,000 | +4.4% | 8,049 | +3.9% | 0.14% | 0.0% |
| Q2 2017 | $865,000 | +51.5% | 7,749 | +49.2% | 0.14% | +50.0% |
| Q1 2017 | $571,000 | +50.7% | 5,194 | +49.8% | 0.09% | +47.5% |
| Q4 2016 | $379,000 | +5.6% | 3,468 | +10.0% | 0.06% | -1.6% |
| Q3 2016 | $359,000 | -38.9% | 3,153 | -39.9% | 0.06% | +19.2% |
| Q2 2016 | $588,000 | +129.7% | 5,242 | +126.2% | 0.05% | +13.0% |
| Q1 2016 | $256,000 | +7.1% | 2,317 | +3.3% | 0.05% | +9.5% |
| Q4 2015 | $239,000 | -1.6% | 2,242 | 0.0% | 0.04% | -12.5% |
| Q3 2015 | $243,000 | 0.0% | 2,242 | 0.0% | 0.05% | 0.0% |
| Q2 2015 | $243,000 | -4.3% | 2,242 | 0.0% | 0.05% | -11.1% |
| Q1 2015 | $254,000 | -7.6% | 2,242 | -8.8% | 0.05% | -5.3% |
| Q4 2014 | $275,000 | +14.1% | 2,457 | +12.6% | 0.06% | +7.5% |
| Q3 2014 | $241,000 | -0.8% | 2,182 | 0.0% | 0.05% | -3.6% |
| Q2 2014 | $243,000 | +1.7% | 2,182 | 0.0% | 0.06% | -1.8% |
| Q1 2014 | $239,000 | -4.0% | 2,182 | -6.5% | 0.06% | -6.7% |
| Q4 2013 | $249,000 | -9.1% | 2,333 | -8.8% | 0.06% | -16.7% |
| Q3 2013 | $274,000 | -0.4% | 2,558 | 0.0% | 0.07% | -5.3% |
| Q2 2013 | $275,000 | – | 2,558 | – | 0.08% | – |
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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% |