ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 460 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $316 | +5.3% | 7,238 | +9.8% | 0.02% | +14.3% |
| Q2 2023 | $300 | -19.6% | 6,594 | -18.5% | 0.01% | -26.3% |
| Q1 2023 | $373 | -44.7% | 8,089 | -46.2% | 0.02% | -48.6% |
| Q4 2022 | $675 | -99.9% | 15,022 | -6.2% | 0.04% | -7.5% |
| Q3 2022 | $713,000 | -18.3% | 16,023 | -14.1% | 0.04% | -16.7% |
| Q2 2022 | $873,000 | -4.5% | 18,649 | +1.3% | 0.05% | +14.3% |
| Q1 2022 | $914,000 | -25.8% | 18,415 | -20.8% | 0.04% | -20.8% |
| Q4 2021 | $1,231,000 | -16.7% | 23,248 | -16.3% | 0.05% | -24.3% |
| Q3 2021 | $1,478,000 | -0.1% | 27,761 | +0.4% | 0.07% | 0.0% |
| Q2 2021 | $1,480,000 | +288.5% | 27,664 | +283.2% | 0.07% | +233.3% |
| Q1 2021 | $381,000 | – | 7,219 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 465,104 | $24,748,000 | 10.87% |
| Firestone Capital Management | 601,137 | $32,155,000 | 10.64% |
| First Ascent Asset Management, LLC | 899,864 | $47,909,000 | 10.64% |
| Williams Financial, LLC | 209,495 | $11,154,000 | 9.65% |
| R. W. Roge & Company, Inc. | 267,725 | $14,176,000 | 8.40% |
| MCMORGAN & CO LLC | 778,751 | $41,461,000 | 8.32% |
| ONE Advisory Partners, LLC | 237,025 | $12,619,000 | 7.83% |
| High Falls Advisors, Inc | 540,099 | $28,755,000 | 7.81% |
| SigFig Wealth Management, LLC | 2,595,464 | $138,183,000 | 6.93% |
| JACOBSON & SCHMITT ADVISORS, LLC | 465,331 | $24,774,000 | 6.83% |