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 ↓ |
|---|---|---|---|
| ZRC WEALTH MANAGEMENT, LLC | 441,611 | $19,305,038 | 16.67% |
| MCMORGAN & CO LLC | 2,034,125 | $88,921,784 | 16.44% |
| Williams Financial, LLC | 456,586 | $19,959,650 | 15.16% |
| High Falls Advisors, Inc | 986,973 | $43,145,542 | 12.95% |
| ONE Advisory Partners, LLC | 470,175 | $20,553,698 | 12.01% |
| Keystone Financial Services | 445,919 | $19,493,345 | 10.32% |
| Sharkey, Howes & Javer | 1,147,311 | $50,154,716 | 9.61% |
| Private Ocean, LLC | 1,632,359 | $71,358,568 | 9.06% |
| TNF LLC | 446,550 | $19,023,049 | 8.83% |
| Compass Ion Advisors, LLC | 1,102,715 | $48,205,214 | 8.27% |