ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 456 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,853,348 | -6.5% | 499,905 | -2.7% | 0.20% | -2.5% |
| Q2 2023 | $23,365,169 | +102807.6% | 513,859 | +4.4% | 0.20% | -1.0% |
| Q1 2023 | $22,705 | -34.9% | 491,988 | -36.7% | 0.20% | -36.4% |
| Q4 2022 | $34,894 | -99.8% | 776,649 | +69.8% | 0.32% | +56.6% |
| Q3 2022 | $20,356,000 | +3.5% | 457,424 | +8.8% | 0.20% | +9.6% |
| Q2 2022 | $19,676,000 | +5.4% | 420,251 | +11.8% | 0.19% | +23.8% |
| Q1 2022 | $18,662,000 | -4.9% | 376,010 | +1.5% | 0.15% | -1.3% |
| Q4 2021 | $19,616,000 | -5.1% | 370,599 | -4.6% | 0.15% | -14.5% |
| Q3 2021 | $20,673,000 | +6.0% | 388,300 | +6.5% | 0.18% | +5.9% |
| Q2 2021 | $19,499,000 | -4.2% | 364,530 | -5.5% | 0.17% | -8.2% |
| Q1 2021 | $20,353,000 | -3.1% | 385,839 | +0.2% | 0.18% | -9.4% |
| Q4 2020 | $21,011,000 | +6.0% | 384,958 | +5.6% | 0.20% | -6.0% |
| Q3 2020 | $19,828,000 | +8.1% | 364,632 | +8.0% | 0.22% | +1.4% |
| Q2 2020 | $18,339,000 | – | 337,548 | – | 0.21% | – |
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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% |