ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 243 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $533,585 | -41.9% | 12,206 | -39.6% | 0.02% | -38.7% |
| Q2 2023 | $918,858 | -11.4% | 20,208 | -10.1% | 0.03% | -13.9% |
| Q1 2023 | $1,037,129 | +3.7% | 22,473 | +1.0% | 0.04% | 0.0% |
| Q4 2022 | $999,917 | +3.4% | 22,255 | +2.4% | 0.04% | 0.0% |
| Q3 2022 | $967,000 | +13.2% | 21,725 | +21.9% | 0.04% | +12.5% |
| Q2 2022 | $854,000 | -2.7% | 17,824 | +0.7% | 0.03% | +14.3% |
| Q1 2022 | $878,000 | -4.4% | 17,697 | +2.0% | 0.03% | +3.7% |
| Q4 2021 | $918,000 | +2.2% | 17,342 | +2.8% | 0.03% | -6.9% |
| Q3 2021 | $898,000 | +20.1% | 16,867 | +20.6% | 0.03% | +20.8% |
| Q2 2021 | $748,000 | +2.0% | 13,981 | +0.6% | 0.02% | -4.0% |
| Q1 2021 | $733,000 | +16.2% | 13,902 | +20.2% | 0.02% | +13.6% |
| Q4 2020 | $631,000 | +8.8% | 11,562 | +8.5% | 0.02% | -8.3% |
| Q3 2020 | $580,000 | +15.3% | 10,657 | +15.1% | 0.02% | +9.1% |
| Q2 2020 | $503,000 | – | 9,257 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Williams Financial, LLC | 575,429 | $26,164,751 | 19.51% |
| MCMORGAN & CO LLC | 1,977,443 | $89,914,346 | 16.91% |
| Stone House Investment Management, LLC | 980,266 | $44,572,692 | 16.16% |
| ZRC WEALTH MANAGEMENT, LLC | 402,366 | $18,902,196 | 15.92% |
| High Falls Advisors, Inc | 1,005,004 | $45,697,522 | 13.03% |
| ONE Advisory Partners, LLC | 486,639 | $22,127,458 | 12.45% |
| Copperleaf Capital, LLC | 279,828 | $12,723,784 | 11.92% |
| Keystone Financial Services | 476,707 | $21,675,876 | 11.07% |
| Sharkey, Howes & Javer | 1,140,763 | $51,870,514 | 9.82% |
| TNF LLC | 467,300 | $21,248,116 | 9.27% |