ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 200 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $227,040 | -79.5% | 4,993 | -79.2% | 0.02% | -79.7% |
| Q1 2023 | $1,109,499 | -11.3% | 24,041 | -13.7% | 0.08% | -17.7% |
| Q4 2022 | $1,251,173 | +9.8% | 27,847 | +8.8% | 0.10% | +1.1% |
| Q3 2022 | $1,139,000 | +2.2% | 25,584 | +7.5% | 0.10% | +6.7% |
| Q2 2022 | $1,115,000 | -30.6% | 23,810 | -26.4% | 0.09% | -17.6% |
| Q1 2022 | $1,606,000 | -2.3% | 32,366 | +4.2% | 0.11% | +0.9% |
| Q4 2021 | $1,644,000 | +8.9% | 31,052 | +10.0% | 0.11% | -10.1% |
| Q2 2021 | $1,509,000 | +4.3% | 28,220 | +2.9% | 0.12% | -14.4% |
| Q1 2021 | $1,447,000 | -9.7% | 27,435 | -6.6% | 0.14% | -16.8% |
| Q4 2020 | $1,603,000 | +66.5% | 29,362 | +65.8% | 0.17% | +125.7% |
| Q3 2020 | $963,000 | -12.8% | 17,705 | -12.9% | 0.07% | -55.4% |
| Q2 2020 | $1,104,000 | +5.3% | 20,320 | +1.1% | 0.17% | +25.8% |
| Q4 2019 | $1,048,000 | – | 20,106 | – | 0.13% | – |
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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% |