USIG β€” ISHARES TR

Ownership history in MCF Advisors LLC  Β·  16 quarters on record

AI Ownership Summary

MCF Advisors LLC reported ISHARES TR (USIG) in 16 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.65% in 2025 Q1. The latest visible filing shows USIG at 2.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this USIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MCF Advisors LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

USIG was reported at 2.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.65% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MCF Advisors LLC held USIG β€” position size vs. price
% of Fund (quarterly)    USIG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 763,100 -6,637 -0.9% 2.18% $39.5M 2026-02-14 (Est.) $52.10
2025 Q3 ADDED 769,737 +92,918 +13.7% 2.46% $40.2M 2025-11-05 $50.98
2025 Q2 REDUCED 676,819 -43,123 -6.0% 2.30% $34.8M 2025-07-15 $49.18
2025 Q1 REDUCED 719,942 -20,868 -2.8% 2.65% $36.8M 2025-05-06 $48.49
2024 Q4 ADDED 740,810 +77,705 +11.7% 2.61% $37.2M 2025-01-17 $47.62
2024 Q3 ADDED 663,105 +27,829 +4.4% 2.45% $34.9M 2024-10-24 $48.06
2024 Q2 ADDED 635,276 +14,627 +2.4% 2.42% $31.9M 2024-08-05 $47.89
2024 Q1 ADDED 620,649 +43,568 +7.5% 2.44% $31.5M 2024-04-16 $45.07
2023 Q4 ADDED 577,081 +17,603 +3.1% 2.42% $29.6M 2024-02-01 $46.66
2023 Q3 ADDED 559,478 +27,834 +5.2% 2.43% $26.9M 2023-10-19 $41.87
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About MCF Advisors LLC and USIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has MCF Advisors LLC reported owning USIG?

MCF Advisors LLC reported USIG across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported USIG position in MCF Advisors LLC's portfolio?

The largest reported portfolio weight for USIG was 2.65% in 2025 Q1.

What is the latest reported USIG position on this page?

The most recent filing on this page is 2025 Q4, when MCF Advisors LLC reported 763,100 shares, equal to 2.18% of portfolio, with an estimated market value of $39.5M.

What does the chart on this USIG ownership page compare?

The chart compares MCF Advisors LLC's quarterly USIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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