ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 243 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $368,570 | -13.9% | 8,652 | -8.4% | 0.08% | -7.1% |
| Q2 2023 | $427,866 | -6.2% | 9,443 | -4.8% | 0.08% | -10.5% |
| Q1 2023 | $456,383 | +12.5% | 9,919 | +9.8% | 0.10% | +3.3% |
| Q4 2022 | $405,790 | -20.7% | 9,032 | -23.4% | 0.09% | -25.2% |
| Q3 2022 | $512,000 | -15.7% | 11,794 | -9.0% | 0.12% | -6.8% |
| Q2 2022 | $607,000 | -38.4% | 12,954 | -37.4% | 0.13% | -39.7% |
| Q1 2022 | $986,000 | -26.3% | 20,703 | -19.8% | 0.22% | -18.0% |
| Q4 2021 | $1,337,000 | +6.2% | 25,809 | +8.7% | 0.27% | +8.1% |
| Q3 2021 | $1,259,000 | -7.1% | 23,752 | -5.6% | 0.25% | -8.9% |
| Q2 2021 | $1,355,000 | -1.1% | 25,161 | -2.7% | 0.27% | -5.2% |
| Q1 2021 | $1,370,000 | -11.5% | 25,850 | -9.4% | 0.29% | -18.3% |
| Q4 2020 | $1,548,000 | -37.1% | 28,526 | -37.1% | 0.35% | -41.6% |
| Q3 2020 | $2,463,000 | – | 45,326 | – | 0.60% | – |
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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% |