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 | 552,421 | $25,494,230 | 19.90% |
| ZRC WEALTH MANAGEMENT, LLC | 376,827 | $17,390,577 | 15.92% |
| Stone House Investment Management, LLC | 924,482 | $42,664,834 | 14.42% |
| High Falls Advisors, Inc | 1,005,368 | $46,397,734 | 13.81% |
| MCMORGAN & CO LLC | 1,339,996 | $61,840,818 | 12.73% |
| ONE Advisory Partners, LLC | 468,953 | $21,642,194 | 12.73% |
| Keystone Financial Services | 463,902 | $21,409,080 | 11.47% |
| Copperleaf Capital, LLC | 245,381 | $11,324,329 | 11.26% |
| TNF LLC | 455,197 | $21,052,871 | 9.47% |
| JB Capital LLC | 2,203,547 | $101,693,737 | 9.28% |