ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,198,779 | +1.4% | 805,188 | +5.4% | 1.37% | +5.7% |
| Q2 2023 | $34,720,795 | +0.8% | 763,598 | +2.3% | 1.30% | -0.8% |
| Q1 2023 | $34,446,942 | +14.9% | 746,413 | +11.9% | 1.30% | +9.5% |
| Q4 2022 | $29,969,448 | -15.9% | 667,025 | -16.7% | 1.19% | -20.4% |
| Q3 2022 | $35,617,000 | +2.3% | 800,384 | +7.6% | 1.50% | +6.7% |
| Q2 2022 | $34,817,000 | -13.3% | 743,638 | -8.1% | 1.40% | -5.6% |
| Q1 2022 | $40,144,000 | -2.0% | 808,861 | +4.5% | 1.49% | +2.6% |
| Q4 2021 | $40,978,000 | -1.1% | 774,185 | -0.5% | 1.45% | -9.8% |
| Q3 2021 | $41,414,000 | +4.2% | 777,866 | +4.7% | 1.61% | +4.8% |
| Q2 2021 | $39,748,000 | +6.5% | 743,088 | +5.1% | 1.53% | -0.5% |
| Q1 2021 | $37,310,000 | +1.6% | 707,290 | +5.1% | 1.54% | -3.6% |
| Q4 2020 | $36,724,000 | +3.0% | 672,853 | +2.6% | 1.60% | -11.5% |
| Q3 2020 | $35,653,000 | +5.9% | 655,631 | +5.8% | 1.80% | -0.9% |
| Q2 2020 | $33,673,000 | +2.9% | 619,791 | -0.6% | 1.82% | -9.2% |
| Q1 2020 | $32,737,000 | +2.0% | 623,562 | +1.3% | 2.01% | +22.9% |
| Q4 2019 | $32,089,000 | +1.8% | 615,789 | +2.4% | 1.63% | -4.4% |
| Q3 2019 | $31,532,000 | +3.6% | 601,645 | +2.1% | 1.71% | +1.9% |
| Q2 2019 | $30,440,000 | +5.6% | 589,008 | +3.4% | 1.68% | +3.3% |
| Q1 2019 | $28,823,000 | +43.5% | 569,634 | +39.6% | 1.62% | +34.2% |
| Q4 2018 | $20,092,000 | -26.2% | 408,005 | -26.4% | 1.21% | -20.3% |
| Q3 2018 | $27,238,000 | +3.6% | 554,290 | +4.0% | 1.52% | -4.0% |
| Q2 2018 | $26,295,000 | +321.1% | 532,818 | +335.4% | 1.58% | +315.5% |
| Q1 2018 | $6,244,000 | -75.4% | 122,376 | -75.4% | 0.38% | -75.3% |
| Q4 2017 | $25,353,000 | -2.6% | 498,380 | -2.3% | 1.54% | -7.5% |
| Q3 2017 | $26,043,000 | +35.3% | 509,889 | +35.0% | 1.66% | +29.8% |
| Q2 2017 | $19,248,000 | – | 377,774 | – | 1.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Williams Financial, LLC | 575,429 | $26,164,751 | 19.51% |
| MCMORGAN & CO LLC | 1,977,443 | $89,914,346 | 16.91% |
| Stone House Investment Management, LLC | 980,266 | $44,572,692 | 16.16% |
| ZRC WEALTH MANAGEMENT, LLC | 402,366 | $18,902,196 | 15.92% |
| High Falls Advisors, Inc | 1,005,004 | $45,697,522 | 13.03% |
| ONE Advisory Partners, LLC | 486,639 | $22,127,458 | 12.45% |
| Copperleaf Capital, LLC | 279,828 | $12,723,784 | 11.92% |
| Keystone Financial Services | 476,707 | $21,675,876 | 11.07% |
| Sharkey, Howes & Javer | 1,140,763 | $51,870,514 | 9.82% |
| TNF LLC | 467,300 | $21,248,116 | 9.27% |