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 | $1,235,125 | -5.4% | 28,254 | -1.6% | 0.10% | -2.0% |
| Q2 2023 | $1,305,762 | -1.1% | 28,717 | +0.4% | 0.10% | -5.7% |
| Q1 2023 | $1,319,798 | -1.7% | 28,598 | -4.3% | 0.11% | -5.4% |
| Q4 2022 | $1,342,329 | -7.1% | 29,876 | -8.0% | 0.11% | -13.8% |
| Q3 2022 | $1,445,000 | -9.1% | 32,482 | -4.3% | 0.13% | -9.1% |
| Q2 2022 | $1,590,000 | -10.2% | 33,951 | -4.8% | 0.14% | +6.7% |
| Q1 2022 | $1,771,000 | -2.9% | 35,680 | +3.6% | 0.13% | +2.3% |
| Q4 2021 | $1,823,000 | +15.7% | 34,441 | +16.4% | 0.13% | +6.5% |
| Q3 2021 | $1,575,000 | +5.6% | 29,580 | +6.1% | 0.12% | +7.9% |
| Q2 2021 | $1,491,000 | +7.0% | 27,881 | +5.5% | 0.11% | 0.0% |
| Q1 2021 | $1,394,000 | +27.4% | 26,433 | +31.9% | 0.11% | +21.3% |
| Q4 2020 | $1,094,000 | +5.4% | 20,040 | +5.0% | 0.09% | -6.9% |
| Q3 2020 | $1,038,000 | +1.8% | 19,082 | +1.7% | 0.10% | -7.3% |
| Q2 2020 | $1,020,000 | +3.4% | 18,772 | -0.0% | 0.11% | -14.2% |
| Q1 2020 | $986,000 | +6.1% | 18,781 | +5.4% | 0.13% | +36.6% |
| Q4 2019 | $929,000 | +1.0% | 17,823 | +1.6% | 0.09% | -7.0% |
| Q3 2019 | $920,000 | -0.6% | 17,545 | -2.1% | 0.10% | -1.0% |
| Q2 2019 | $926,000 | +2.0% | 17,914 | -0.2% | 0.10% | +2.0% |
| Q1 2019 | $908,000 | +2.4% | 17,946 | -0.4% | 0.10% | -9.2% |
| Q4 2018 | $887,000 | +2.2% | 18,014 | +2.0% | 0.11% | +19.8% |
| Q3 2018 | $868,000 | +1.8% | 17,658 | +2.2% | 0.09% | -6.2% |
| Q2 2018 | $853,000 | +3.5% | 17,281 | +4.7% | 0.10% | +1.0% |
| Q1 2018 | $824,000 | +21.9% | 16,508 | +24.2% | 0.10% | +28.0% |
| Q4 2017 | $676,000 | +28.3% | 13,288 | +28.8% | 0.08% | +21.0% |
| Q3 2017 | $527,000 | +46.4% | 10,320 | +45.9% | 0.06% | +40.9% |
| Q2 2017 | $360,000 | – | 7,073 | – | 0.04% | – |
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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% |