ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 168 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $16,139,000 | +2.6% | 310,885 | +3.6% | 0.10% | -5.6% |
| Q3 2019 | $15,724,000 | +5.6% | 300,000 | +4.1% | 0.11% | 0.0% |
| Q2 2019 | $14,888,000 | +101.1% | 288,181 | +96.7% | 0.11% | +89.5% |
| Q1 2019 | $7,403,000 | +3.4% | 146,493 | +0.8% | 0.06% | -12.3% |
| Q4 2018 | $7,161,000 | -0.5% | 145,287 | -0.9% | 0.06% | +8.3% |
| Q3 2018 | $7,199,000 | +66.9% | 146,669 | +69.6% | 0.06% | +50.0% |
| Q2 2018 | $4,313,000 | 0.0% | 86,457 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $4,313,000 | +37.6% | 86,457 | +40.3% | 0.04% | +33.3% |
| Q4 2017 | $3,135,000 | +203.5% | 61,640 | +204.6% | 0.03% | +172.7% |
| Q3 2017 | $1,033,000 | +8.7% | 20,239 | +8.4% | 0.01% | 0.0% |
| Q2 2017 | $950,000 | +8.7% | 18,672 | +7.8% | 0.01% | 0.0% |
| Q1 2017 | $874,000 | +24.3% | 17,318 | +23.8% | 0.01% | +10.0% |
| Q4 2016 | $703,000 | +4.1% | 13,986 | +7.9% | 0.01% | 0.0% |
| Q3 2016 | $675,000 | +37.2% | 12,961 | +174.0% | 0.01% | +25.0% |
| Q2 2016 | $492,000 | +25.5% | 4,731 | +22.9% | 0.01% | +14.3% |
| Q1 2016 | $392,000 | +79.8% | 3,849 | +75.2% | 0.01% | +75.0% |
| Q4 2015 | $218,000 | +38.0% | 2,197 | +39.6% | 0.00% | +33.3% |
| Q3 2015 | $158,000 | +17.0% | 1,574 | +16.6% | 0.00% | +50.0% |
| Q2 2015 | $135,000 | +864.3% | 1,350 | +922.7% | 0.00% | – |
| Q1 2015 | $14,000 | +7.7% | 132 | 0.0% | 0.00% | – |
| Q4 2014 | $13,000 | – | 132 | – | 0.00% | – |
Download | ||||||
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% |