ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 511 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| 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% |