ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 243 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $68,184 | +5.4% | 1,480 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $64,698 | +93665.2% | 1,480 | -4.3% | 0.00% | -33.3% |
| Q4 2022 | $69 | -96.6% | 1,546 | +3670.7% | 0.00% | – |
| Q2 2022 | $2,000 | -97.8% | 41 | -97.7% | 0.00% | -100.0% |
| Q3 2021 | $93,000 | +34.8% | 1,745 | +35.3% | 0.00% | +33.3% |
| Q2 2021 | $69,000 | +86.5% | 1,290 | +84.3% | 0.00% | +50.0% |
| Q1 2021 | $37,000 | +37.0% | 700 | +44.0% | 0.00% | +100.0% |
| Q4 2020 | $27,000 | – | 486 | – | 0.00% | – |
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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% |