ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 3.48 and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| ZRC WEALTH MANAGEMENT, LLC | 441,611 | $19,305,038 | 16.67% |
| MCMORGAN & CO LLC | 2,034,125 | $88,921,784 | 16.44% |
| Williams Financial, LLC | 456,586 | $19,959,650 | 15.16% |
| High Falls Advisors, Inc | 986,973 | $43,145,542 | 12.95% |
| ONE Advisory Partners, LLC | 470,175 | $20,553,698 | 12.01% |
| Keystone Financial Services | 445,919 | $19,493,345 | 10.32% |
| Sharkey, Howes & Javer | 1,147,311 | $50,154,716 | 9.61% |
| Private Ocean, LLC | 1,632,359 | $71,358,568 | 9.06% |
| TNF LLC | 446,550 | $19,023,049 | 8.83% |
| Compass Ion Advisors, LLC | 1,102,715 | $48,205,214 | 8.27% |