ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 191 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $220,000 | -26.4% | 4,711 | -21.9% | 0.04% | -16.3% |
| Q1 2022 | $299,000 | -41.4% | 6,029 | -37.5% | 0.05% | -54.2% |
| Q4 2021 | $510,000 | -13.3% | 9,650 | -12.7% | 0.11% | -25.2% |
| Q3 2021 | $588,000 | -37.0% | 11,060 | -36.7% | 0.14% | -38.9% |
| Q2 2021 | $934,000 | -12.4% | 17,462 | -13.7% | 0.23% | -20.9% |
| Q1 2021 | $1,066,000 | -15.7% | 20,226 | -12.7% | 0.30% | -24.5% |
| Q4 2020 | $1,264,000 | +1.3% | 23,159 | +0.9% | 0.39% | -16.4% |
| Q3 2020 | $1,248,000 | +30.5% | 22,962 | +30.5% | 0.47% | +17.8% |
| Q2 2020 | $956,000 | – | 17,602 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| R. W. Roge & Company, Inc. | 363,419 | $18,901,000 | 14.56% |
| Tri-Star Advisors Inc. | 479,877 | $25,069,000 | 10.51% |
| First Ascent Asset Management, LLC | 1,001,371 | $53,003,000 | 10.11% |
| Firestone Capital Management | 589,964 | $31,227,000 | 9.85% |
| Williams Financial, LLC | 234,691 | $12,422,000 | 9.37% |
| ONE Advisory Partners, LLC | 264,942 | $14,023,000 | 7.99% |
| High Falls Advisors, Inc | 571,926 | $30,272,000 | 7.73% |
| BIVIN & ASSOCIATES, INC. | 158,321 | $8,380,000 | 7.31% |
| JB Capital LLC | 1,392,861 | $73,724,137,000 | 7.21% |
| MCMORGAN & CO LLC | 754,384 | $39,930,000 | 7.03% |