ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.80 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,976,048 | +2.2% | 411,210 | +6.3% | 2.03% | +9.1% |
| Q2 2023 | $17,594,156 | -4.1% | 386,939 | -2.7% | 1.86% | -8.4% |
| Q1 2023 | $18,352,704 | -22.7% | 397,675 | -24.8% | 2.03% | -24.6% |
| Q4 2022 | $23,751,211 | +330.2% | 528,627 | +326.0% | 2.69% | +267.1% |
| Q3 2022 | $5,521,000 | 0.0% | 124,087 | +5.2% | 0.73% | +4.1% |
| Q2 2022 | $5,521,000 | – | 117,932 | – | 0.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Williams Financial, LLC | 575,429 | $26,164,751 | 19.51% |
| MCMORGAN & CO LLC | 1,977,443 | $89,914,346 | 16.91% |
| Stone House Investment Management, LLC | 980,266 | $44,572,692 | 16.16% |
| ZRC WEALTH MANAGEMENT, LLC | 402,366 | $18,902,196 | 15.92% |
| High Falls Advisors, Inc | 1,005,004 | $45,697,522 | 13.03% |
| ONE Advisory Partners, LLC | 486,639 | $22,127,458 | 12.45% |
| Copperleaf Capital, LLC | 279,828 | $12,723,784 | 11.92% |
| Keystone Financial Services | 476,707 | $21,675,876 | 11.07% |
| Sharkey, Howes & Javer | 1,140,763 | $51,870,514 | 9.82% |
| TNF LLC | 467,300 | $21,248,116 | 9.27% |