ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 55 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $1,216,000 | -5.9% | 24,639 | -4.8% | 0.01% | -7.1% |
| Q1 2018 | $1,292,000 | -11.6% | 25,890 | -9.9% | 0.01% | 0.0% |
| Q4 2017 | $1,461,000 | -7.2% | 28,725 | -6.8% | 0.01% | -17.6% |
| Q3 2017 | $1,574,000 | +28.1% | 30,812 | +27.8% | 0.02% | +21.4% |
| Q2 2017 | $1,229,000 | -7.9% | 24,104 | -8.8% | 0.01% | -6.7% |
| Q1 2017 | $1,334,000 | -5.6% | 26,428 | -6.1% | 0.02% | -6.2% |
| Q4 2016 | $1,413,000 | – | 28,137 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Williams Financial, LLC | 552,421 | $25,494,230 | 19.90% |
| ZRC WEALTH MANAGEMENT, LLC | 376,827 | $17,390,577 | 15.92% |
| Stone House Investment Management, LLC | 924,482 | $42,664,834 | 14.42% |
| High Falls Advisors, Inc | 1,005,368 | $46,397,734 | 13.81% |
| MCMORGAN & CO LLC | 1,339,996 | $61,840,818 | 12.73% |
| ONE Advisory Partners, LLC | 468,953 | $21,642,194 | 12.73% |
| Keystone Financial Services | 463,902 | $21,409,080 | 11.47% |
| Copperleaf Capital, LLC | 245,381 | $11,324,329 | 11.26% |
| TNF LLC | 455,197 | $21,052,871 | 9.47% |
| JB Capital LLC | 2,203,547 | $101,693,737 | 9.28% |