ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 460 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| 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% |