ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 243 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $805,388 | -12.5% | 18,424 | -9.0% | 0.07% | -6.7% |
| Q2 2023 | $920,745 | -6.7% | 20,250 | -5.3% | 0.08% | -5.1% |
| Q1 2023 | $987,011 | -15.3% | 21,387 | -17.5% | 0.08% | -18.6% |
| Q4 2022 | $1,164,765 | +123.6% | 25,924 | +121.5% | 0.10% | +106.4% |
| Q3 2022 | $521,000 | +40.8% | 11,703 | +48.2% | 0.05% | +42.4% |
| Q2 2022 | $370,000 | -0.5% | 7,898 | +5.3% | 0.03% | +26.9% |
| Q1 2022 | $372,000 | -59.6% | 7,497 | -56.9% | 0.03% | -58.7% |
| Q4 2021 | $920,000 | -5.6% | 17,387 | -5.1% | 0.06% | -19.2% |
| Q3 2021 | $975,000 | -5.8% | 18,321 | -5.3% | 0.08% | -7.1% |
| Q2 2021 | $1,035,000 | -32.4% | 19,340 | -33.3% | 0.08% | -39.6% |
| Q1 2021 | $1,530,000 | +97.2% | 29,008 | +104.0% | 0.14% | +87.8% |
| Q4 2020 | $776,000 | – | 14,220 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ZRC WEALTH MANAGEMENT, LLC | 441,611 | $19,305,038 | 16.67% |
| MCMORGAN & CO LLC | 2,034,125 | $88,921,784 | 16.44% |
| Williams Financial, LLC | 456,586 | $19,959,650 | 15.16% |
| High Falls Advisors, Inc | 986,973 | $43,145,542 | 12.95% |
| ONE Advisory Partners, LLC | 470,175 | $20,553,698 | 12.01% |
| Keystone Financial Services | 445,919 | $19,493,345 | 10.32% |
| Sharkey, Howes & Javer | 1,147,311 | $50,154,716 | 9.61% |
| Private Ocean, LLC | 1,632,359 | $71,358,568 | 9.06% |
| TNF LLC | 446,550 | $19,023,049 | 8.83% |
| Compass Ion Advisors, LLC | 1,102,715 | $48,205,214 | 8.27% |