ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 394 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $225,000 | -5.1% | 5,064 | 0.0% | 0.02% | +4.8% |
| Q2 2022 | $237,000 | -5.6% | 5,064 | 0.0% | 0.02% | +10.5% |
| Q1 2022 | $251,000 | -6.3% | 5,064 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $268,000 | -0.7% | 5,064 | 0.0% | 0.02% | -9.5% |
| Q3 2021 | $270,000 | -0.4% | 5,064 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $271,000 | +1.5% | 5,064 | 0.0% | 0.02% | -8.7% |
| Q1 2021 | $267,000 | -3.3% | 5,064 | 0.0% | 0.02% | -8.0% |
| Q4 2020 | $276,000 | +0.4% | 5,064 | 0.0% | 0.02% | -3.8% |
| Q3 2020 | $275,000 | 0.0% | 5,064 | 0.0% | 0.03% | -10.3% |
| Q2 2020 | $275,000 | +3.4% | 5,064 | 0.0% | 0.03% | -14.7% |
| Q1 2020 | $266,000 | +0.8% | 5,064 | 0.0% | 0.03% | +30.8% |
| Q4 2019 | $264,000 | -0.4% | 5,064 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $265,000 | -17.2% | 5,064 | -18.3% | 0.03% | -21.2% |
| Q2 2019 | $320,000 | +1.9% | 6,199 | 0.0% | 0.03% | -2.9% |
| Q1 2019 | $314,000 | +3.0% | 6,199 | 0.0% | 0.03% | -32.0% |
| Q4 2018 | $305,000 | 0.0% | 6,199 | 0.0% | 0.05% | +66.7% |
| Q3 2018 | $305,000 | -0.3% | 6,199 | 0.0% | 0.03% | -6.2% |
| Q2 2018 | $306,000 | -1.3% | 6,199 | 0.0% | 0.03% | -8.6% |
| Q1 2018 | $310,000 | -1.6% | 6,199 | 0.0% | 0.04% | -5.4% |
| Q4 2017 | $315,000 | – | 6,199 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 465,104 | $24,748,000 | 10.87% |
| Firestone Capital Management | 601,137 | $32,155,000 | 10.64% |
| First Ascent Asset Management, LLC | 899,864 | $47,909,000 | 10.64% |
| Williams Financial, LLC | 209,495 | $11,154,000 | 9.65% |
| R. W. Roge & Company, Inc. | 267,725 | $14,176,000 | 8.40% |
| MCMORGAN & CO LLC | 778,751 | $41,461,000 | 8.32% |
| ONE Advisory Partners, LLC | 237,025 | $12,619,000 | 7.83% |
| High Falls Advisors, Inc | 540,099 | $28,755,000 | 7.81% |
| SigFig Wealth Management, LLC | 2,595,464 | $138,183,000 | 6.93% |
| JACOBSON & SCHMITT ADVISORS, LLC | 465,331 | $24,774,000 | 6.83% |