ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 18 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |