ASSETMARK, INC - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 460 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$51,145,356
+0.3%
1,169,973
+4.3%
0.20%
+2.5%
Q2 2023$50,991,378
+3.8%
1,121,429
+5.4%
0.20%
-1.5%
Q1 2023$49,125,705
+2.2%
1,064,479
-0.5%
0.20%
-2.4%
Q4 2022$48,077,484
+3.0%
1,070,053
+2.0%
0.21%
-4.6%
Q3 2022$46,686,000
-2.7%
1,049,132
+2.4%
0.22%
+1.4%
Q2 2022$47,985,000
+10.3%
1,024,892
+16.9%
0.22%
+18.1%
Q1 2022$43,510,000
-3.9%
876,692
+2.5%
0.18%
-2.2%
Q4 2021$45,268,000
+3.6%
855,234
+4.2%
0.19%
-5.1%
Q3 2021$43,688,000
+5.9%
820,594
+6.4%
0.20%
+2.6%
Q2 2021$41,255,000
+9.2%
771,263
+7.6%
0.19%
-2.1%
Q1 2021$37,795,000
+21.9%
716,486
+26.1%
0.20%
+12.7%
Q4 2020$31,009,000
+8.6%
568,137
+8.2%
0.17%
-6.0%
Q3 2020$28,564,000
+39.4%
525,265
+39.2%
0.18%
+25.2%
Q2 2020$20,494,000
+16.0%
377,221
+12.1%
0.15%
-2.0%
Q1 2020$17,662,000
+14.7%
336,422
+13.9%
0.15%
+28.2%
Q4 2019$15,397,000
+46.5%
295,462
+47.4%
0.12%
+33.0%
Q3 2019$10,509,000
+72.5%
200,517
+70.1%
0.09%
+76.0%
Q2 2019$6,093,000
+147.1%
117,889
+141.9%
0.05%
+127.3%
Q1 2019$2,466,000
+722.0%
48,727
+700.1%
0.02%
+633.3%
Q4 2018$300,0006,0900.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
ZRC WEALTH MANAGEMENT, LLC 441,611$19,305,03816.67%
MCMORGAN & CO LLC 2,034,125$88,921,78416.44%
Williams Financial, LLC 456,586$19,959,65015.16%
High Falls Advisors, Inc 986,973$43,145,54212.95%
ONE Advisory Partners, LLC 470,175$20,553,69812.01%
Keystone Financial Services 445,919$19,493,34510.32%
Sharkey, Howes & Javer 1,147,311$50,154,7169.61%
Private Ocean, LLC 1,632,359$71,358,5689.06%
TNF LLC 446,550$19,023,0498.83%
Compass Ion Advisors, LLC 1,102,715$48,205,2148.27%
View complete list of ISHARES TR shareholders