ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.80 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $812,181 | +16.6% | 18,579 | +21.3% | 0.54% | +20.0% |
| Q2 2023 | $696,464 | +29.9% | 15,317 | +31.8% | 0.45% | +19.0% |
| Q1 2023 | $536,217 | -17.9% | 11,619 | -20.1% | 0.38% | -28.4% |
| Q4 2022 | $653,372 | +62.9% | 14,542 | +61.4% | 0.53% | +27.2% |
| Q3 2022 | $401,000 | +16.2% | 9,011 | +22.3% | 0.42% | +26.5% |
| Q2 2022 | $345,000 | -44.4% | 7,367 | -41.0% | 0.33% | -36.6% |
| Q1 2022 | $620,000 | – | 12,492 | – | 0.52% | – |
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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% |