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 ↓ |
|---|---|---|---|
| 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% |