ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $162,757,336 | +12.4% | 3,723,151 | +16.9% | 0.44% | +12.9% |
| Q2 2023 | $144,795,094 | +130229.8% | 3,184,422 | +32.3% | 0.39% | +19.8% |
| Q1 2023 | $111,099 | +46.3% | 2,407,350 | +42.4% | 0.32% | +32.4% |
| Q4 2022 | $75,964 | -99.8% | 1,690,714 | +54.7% | 0.24% | +25.8% |
| Q3 2022 | $48,629,000 | +63.7% | 1,092,784 | +72.2% | 0.19% | +59.0% |
| Q2 2022 | $29,710,000 | +225.1% | 634,557 | +244.6% | 0.12% | +258.8% |
| Q1 2022 | $9,140,000 | +187.2% | 184,166 | +206.3% | 0.03% | +161.5% |
| Q4 2021 | $3,182,000 | +168.3% | 60,121 | +169.9% | 0.01% | +116.7% |
| Q3 2021 | $1,186,000 | +16.5% | 22,277 | +17.0% | 0.01% | 0.0% |
| Q2 2021 | $1,018,000 | – | 19,038 | – | 0.01% | – |
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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% |