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 | $2,852,749 | -8.9% | 65,258 | -5.2% | 0.27% | -6.9% |
| Q2 2023 | $3,130,483 | -4.2% | 68,847 | -2.7% | 0.29% | -7.6% |
| Q1 2023 | $3,266,538 | -5.7% | 70,781 | -8.2% | 0.32% | -10.8% |
| Q4 2022 | $3,465,808 | +0.5% | 77,138 | -0.4% | 0.35% | -7.1% |
| Q3 2022 | $3,448,000 | -8.9% | 77,478 | -4.2% | 0.38% | -7.3% |
| Q2 2022 | $3,785,000 | -1.6% | 80,845 | +4.4% | 0.41% | +12.6% |
| Q1 2022 | $3,845,000 | +2.0% | 77,468 | +8.7% | 0.36% | -1.4% |
| Q4 2021 | $3,771,000 | -3.6% | 71,241 | -3.1% | 0.37% | -8.9% |
| Q3 2021 | $3,912,000 | +3.6% | 73,486 | +4.1% | 0.40% | +4.1% |
| Q2 2021 | $3,776,000 | +7.5% | 70,585 | +6.0% | 0.39% | -10.0% |
| Q1 2021 | $3,512,000 | +0.3% | 66,573 | +3.8% | 0.43% | -9.6% |
| Q4 2020 | $3,502,000 | +7.2% | 64,157 | +6.8% | 0.48% | -6.5% |
| Q3 2020 | $3,267,000 | +16.3% | 60,084 | +16.2% | 0.51% | +11.1% |
| Q2 2020 | $2,809,000 | +16.2% | 51,710 | +12.0% | 0.46% | -4.0% |
| Q1 2020 | $2,417,000 | +0.4% | 46,184 | -0.0% | 0.48% | +21.3% |
| Q4 2019 | $2,407,000 | +3.5% | 46,187 | +4.1% | 0.40% | -3.4% |
| Q3 2019 | $2,325,000 | +4.9% | 44,354 | +3.1% | 0.41% | +0.7% |
| Q2 2019 | $2,217,000 | +8.5% | 43,014 | +5.8% | 0.41% | +4.1% |
| Q1 2019 | $2,044,000 | +6.6% | 40,644 | +4.4% | 0.39% | -4.9% |
| Q4 2018 | $1,918,000 | +24.7% | 38,939 | +24.0% | 0.41% | +29.7% |
| Q3 2018 | $1,538,000 | +32.8% | 31,394 | +33.3% | 0.32% | +29.0% |
| Q2 2018 | $1,158,000 | +32.5% | 23,554 | +34.2% | 0.24% | +29.6% |
| Q1 2018 | $874,000 | +60.1% | 17,549 | +63.5% | 0.19% | +64.3% |
| Q4 2017 | $546,000 | – | 10,736 | – | 0.12% | – |
Download | ||||||
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% |