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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,061,119 | -12.6% | 47,149 | -9.1% | 0.25% | -9.6% |
| Q2 2023 | $2,358,893 | +5.8% | 51,878 | +7.4% | 0.28% | +0.7% |
| Q1 2023 | $2,229,737 | +14.1% | 48,315 | +10.0% | 0.28% | -1.4% |
| Q3 2022 | $1,955,000 | -10.2% | 43,936 | -5.4% | 0.28% | -2.8% |
| Q2 2022 | $2,176,000 | +193.3% | 46,468 | +200.3% | 0.29% | +218.7% |
| Q1 2022 | $742,000 | – | 15,476 | – | 0.09% | – |
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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% |