ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 620 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 7.71 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $21,434 | -37.6% | 474 | -37.1% | 0.00% | 0.0% |
Q1 2024 | $34,375 | +57.4% | 754 | +59.1% | 0.00% | 0.0% |
Q4 2023 | $21,837 | +5.4% | 474 | 0.0% | 0.00% | 0.0% |
Q3 2023 | $20,721 | +33.3% | 474 | +37.0% | 0.00% | 0.0% |
Q4 2022 | $15,546 | -22.3% | 346 | -15.4% | 0.00% | 0.0% |
Q1 2022 | $20,000 | +11.1% | 409 | +19.9% | 0.00% | 0.0% |
Q4 2021 | $18,000 | – | 341 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
R. W. Roge & Company, Inc. | 363,419 | $18,901,000 | 14.56% |
Tri-Star Advisors Inc. | 479,877 | $25,069,000 | 10.51% |
First Ascent Asset Management, LLC | 1,001,371 | $53,003,000 | 10.11% |
Firestone Capital Management | 589,964 | $31,227,000 | 9.85% |
Williams Financial, LLC | 234,691 | $12,422,000 | 9.37% |
ONE Advisory Partners, LLC | 264,942 | $14,023,000 | 7.99% |
High Falls Advisors, Inc | 571,926 | $30,272,000 | 7.73% |
Hobart Private Capital, LLC | 386,824 | $20,474,594 | 7.68% |
BIVIN & ASSOCIATES, INC. | 158,321 | $8,380,000 | 7.31% |
JB Capital LLC | 1,392,861 | $73,724,137,000 | 7.21% |