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 | $15,685,551 | -3.9% | 358,814 | -0.1% | 0.17% | -1.2% |
| Q2 2023 | $16,324,230 | -1.6% | 359,011 | -0.2% | 0.17% | -8.0% |
| Q1 2023 | $16,594,755 | +2.6% | 359,583 | -0.1% | 0.19% | -2.1% |
| Q4 2022 | $16,176,822 | +1.3% | 360,045 | +0.4% | 0.19% | -8.6% |
| Q3 2022 | $15,966,000 | +18.5% | 358,789 | +24.7% | 0.21% | +23.7% |
| Q2 2022 | $13,468,000 | – | 287,658 | – | 0.17% | – |
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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% |