ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $392,244 | -20.4% | 8,973 | -17.2% | 0.07% | -20.5% |
| Q2 2023 | $492,875 | -0.6% | 10,840 | +0.9% | 0.09% | -9.3% |
| Q1 2023 | $496,020 | +29.3% | 10,748 | +25.9% | 0.10% | +19.8% |
| Q4 2022 | $383,557 | +14.5% | 8,537 | +13.4% | 0.08% | +1.2% |
| Q3 2022 | $335,000 | -7.2% | 7,528 | -2.3% | 0.08% | -7.0% |
| Q2 2022 | $361,000 | -4.7% | 7,705 | +0.8% | 0.09% | +13.2% |
| Q1 2022 | $379,000 | +17.3% | 7,644 | +25.1% | 0.08% | +16.9% |
| Q4 2021 | $323,000 | +3.5% | 6,111 | +4.1% | 0.06% | -33.0% |
| Q3 2021 | $312,000 | +2.3% | 5,868 | +2.8% | 0.10% | +7.8% |
| Q2 2021 | $305,000 | +29.8% | 5,710 | +27.9% | 0.09% | +4.7% |
| Q1 2021 | $235,000 | – | 4,464 | – | 0.09% | – |
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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% |