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 | $7,735,136 | -10.7% | 160,914 | -6.9% | 0.01% | -11.1% |
| Q2 2023 | $8,658,958 | +12.1% | 172,868 | +13.4% | 0.01% | 0.0% |
| Q1 2023 | $7,720,939 | -50.1% | 152,407 | -51.6% | 0.01% | -50.0% |
| Q4 2022 | $15,465,459 | +167.3% | 314,914 | +161.6% | 0.02% | +100.0% |
| Q3 2022 | $5,785,000 | -9.4% | 120,402 | -3.9% | 0.01% | 0.0% |
| Q2 2022 | $6,383,000 | -1.9% | 125,240 | +5.9% | 0.01% | +12.5% |
| Q1 2022 | $6,507,000 | +42.7% | 118,231 | +54.9% | 0.01% | +100.0% |
| Q4 2021 | $4,559,000 | -4.7% | 76,314 | -4.1% | 0.00% | -20.0% |
| Q3 2021 | $4,783,000 | -22.0% | 79,585 | -21.4% | 0.01% | -28.6% |
| Q2 2021 | $6,132,000 | -49.6% | 101,200 | -50.9% | 0.01% | -50.0% |
| Q1 2021 | $12,175,000 | -54.3% | 206,208 | -52.0% | 0.01% | -60.0% |
| Q4 2020 | $26,626,000 | -3.7% | 429,665 | -5.6% | 0.04% | -20.5% |
| Q3 2020 | $27,656,000 | +46.3% | 455,010 | +45.4% | 0.04% | +22.2% |
| Q2 2020 | $18,904,000 | – | 312,871 | – | 0.04% | – |
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% |