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 | $388,206 | -12.0% | 8,880,420 | -8.4% | 6.02% | -13.8% |
| Q2 2023 | $441,043 | +0.1% | 9,699,646 | +1.6% | 6.98% | -7.8% |
| Q1 2023 | $440,615 | -99.9% | 9,547,444 | +27.7% | 7.58% | +27.0% |
| Q4 2022 | $335,935,000 | -99.9% | 7,476,847 | +17.8% | 5.96% | +5.9% |
| Q3 2022 | $282,560,000,000 | +95259.3% | 6,349,664 | +0.3% | 5.63% | -1.9% |
| Q2 2022 | $296,311,000 | -1.8% | 6,328,721 | +4.1% | 5.74% | +8.5% |
| Q1 2022 | $301,626,000 | -99.9% | 6,077,486 | +25.8% | 5.29% | +17.2% |
| Q4 2021 | $255,690,000,000 | +105579.7% | 4,830,719 | +6.3% | 4.52% | -7.0% |
| Q3 2021 | $241,948,000 | +0.9% | 4,544,481 | +1.4% | 4.86% | -4.6% |
| Q2 2021 | $239,790,000 | +17.5% | 4,482,895 | +15.9% | 5.09% | +2.8% |
| Q1 2021 | $204,078,000 | – | 3,868,777 | – | 4.95% | – |
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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% |