ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.80 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $949,000 | -39.6% | 18,761 | -41.2% | 0.18% | -48.5% |
| Q4 2018 | $1,571,000 | -55.0% | 31,906 | -54.9% | 0.34% | -53.1% |
| Q2 2018 | $3,488,000 | -26.4% | 70,687 | -25.5% | 0.73% | -27.3% |
| Q1 2018 | $4,739,000 | -39.5% | 94,898 | -38.3% | 1.00% | -29.1% |
| Q4 2017 | $7,829,000 | +6.3% | 153,901 | +6.8% | 1.41% | -1.7% |
| Q3 2017 | $7,362,000 | -1.3% | 144,134 | -1.5% | 1.44% | -4.6% |
| Q2 2017 | $7,458,000 | +2.9% | 146,376 | +2.0% | 1.51% | +3.0% |
| Q1 2017 | $7,249,000 | +8.9% | 143,478 | +8.4% | 1.46% | -1.7% |
| Q4 2016 | $6,656,000 | +3.1% | 132,403 | +6.1% | 1.49% | +0.5% |
| Q3 2016 | $6,457,000 | +363.9% | 124,776 | +832.1% | 1.48% | +361.4% |
| Q2 2016 | $1,392,000 | – | 13,386 | – | 0.32% | – |
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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% |