ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 343 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,469,827 | -24.5% | 33,623 | -21.4% | 0.09% | -18.1% |
| Q2 2023 | $1,945,527 | -13.5% | 42,787 | -12.2% | 0.10% | -11.0% |
| Q1 2023 | $2,249,180 | -10.1% | 48,736 | -12.5% | 0.12% | -7.1% |
| Q4 2022 | $2,501,612 | -7.5% | 55,678 | -8.4% | 0.13% | -22.6% |
| Q3 2022 | $2,705,000 | -5.0% | 60,777 | -0.0% | 0.16% | +0.6% |
| Q2 2022 | $2,847,000 | +31.0% | 60,801 | +38.8% | 0.16% | +56.7% |
| Q1 2022 | $2,174,000 | -44.0% | 43,798 | -40.3% | 0.10% | -43.8% |
| Q4 2021 | $3,882,000 | -3.6% | 73,346 | -3.0% | 0.18% | -10.6% |
| Q3 2021 | $4,026,000 | +2.3% | 75,618 | +2.7% | 0.21% | +2.5% |
| Q2 2021 | $3,937,000 | +9.6% | 73,601 | +8.1% | 0.20% | +3.6% |
| Q1 2021 | $3,592,000 | +6.5% | 68,087 | +10.2% | 0.20% | -3.0% |
| Q4 2020 | $3,372,000 | +26.5% | 61,782 | +26.0% | 0.20% | +9.2% |
| Q3 2020 | $2,666,000 | +7.2% | 49,026 | +7.1% | 0.18% | +1.1% |
| Q2 2020 | $2,487,000 | +131.8% | 45,781 | +123.9% | 0.18% | +91.6% |
| Q1 2020 | $1,073,000 | – | 20,445 | – | 0.10% | – |
Download | ||||||
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% |