ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 497 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,010,036 | -3.7% | 23,105 | +0.2% | 0.04% | 0.0% |
Q2 2023 | $1,048,993 | +1.4% | 23,070 | +2.9% | 0.04% | -6.4% |
Q1 2023 | $1,034,868 | +129582.7% | 22,424 | +26.3% | 0.05% | +123.8% |
Q4 2022 | $798 | -99.8% | 17,760 | +106.2% | 0.02% | -19.2% |
Q3 2022 | $383,000 | -4.0% | 8,615 | +1.1% | 0.03% | -10.3% |
Q2 2022 | $399,000 | +5.8% | 8,520 | +12.0% | 0.03% | +38.1% |
Q1 2022 | $377,000 | – | 7,605 | – | 0.02% | – |
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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% |