ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 18 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,133,530 | +36.7% | 25,930 | +42.2% | 0.02% | +33.3% |
| Q2 2023 | $829,236 | -1.6% | 18,237 | -0.1% | 0.01% | -7.7% |
| Q1 2023 | $842,561 | +20.0% | 18,257 | +16.8% | 0.01% | +8.3% |
| Q4 2022 | $702,256 | -94.3% | 15,630 | -93.3% | 0.01% | -93.8% |
| Q4 2021 | $12,362,000 | +21.3% | 233,549 | +22.0% | 0.20% | +12.1% |
| Q3 2021 | $10,194,000 | +6.7% | 191,470 | +7.2% | 0.17% | +5.5% |
| Q2 2021 | $9,551,000 | +30.7% | 178,548 | +28.9% | 0.16% | +7.1% |
| Q1 2021 | $7,306,000 | – | 138,506 | – | 0.15% | – |
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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% |