PARK AVENUE SECURITIES LLC - ISHARES TR ownership

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
PARK AVENUE SECURITIES LLC ownership history of ISHARES TR
ValueSharesWeighting
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$204,078,0003,868,7774.95%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
ZRC WEALTH MANAGEMENT, LLC 441,611$19,305,03816.67%
MCMORGAN & CO LLC 2,034,125$88,921,78416.44%
Williams Financial, LLC 456,586$19,959,65015.16%
High Falls Advisors, Inc 986,973$43,145,54212.95%
ONE Advisory Partners, LLC 470,175$20,553,69812.01%
Keystone Financial Services 445,919$19,493,34510.32%
Sharkey, Howes & Javer 1,147,311$50,154,7169.61%
Private Ocean, LLC 1,632,359$71,358,5689.06%
TNF LLC 446,550$19,023,0498.83%
Compass Ion Advisors, LLC 1,102,715$48,205,2148.27%
View complete list of ISHARES TR shareholders