ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 456 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,079,306 | -4.4% | 70,440 | -0.5% | 0.28% | +1.8% |
| Q2 2023 | $3,220,317 | -0.6% | 70,823 | +0.8% | 0.28% | -7.1% |
| Q1 2023 | $3,241,187 | +13.5% | 70,232 | +10.5% | 0.30% | +5.3% |
| Q4 2022 | $2,854,450 | +13.8% | 63,531 | +12.7% | 0.28% | +12.4% |
| Q3 2022 | $2,509,000 | -13.8% | 56,392 | -9.2% | 0.25% | -12.6% |
| Q2 2022 | $2,909,000 | -21.9% | 62,123 | -17.3% | 0.29% | +22.7% |
| Q1 2022 | $3,727,000 | +32.7% | 75,092 | +41.6% | 0.23% | +34.7% |
| Q4 2021 | $2,808,000 | +56.0% | 53,044 | +56.9% | 0.17% | +38.4% |
| Q3 2021 | $1,800,000 | +83.7% | 33,802 | +84.5% | 0.12% | +92.3% |
| Q2 2021 | $980,000 | +553.3% | 18,319 | +544.1% | 0.06% | +490.9% |
| Q1 2021 | $150,000 | -37.5% | 2,844 | -35.4% | 0.01% | -42.1% |
| Q4 2020 | $240,000 | -28.1% | 4,405 | -28.3% | 0.02% | -34.5% |
| Q3 2020 | $334,000 | +6.0% | 6,147 | +6.2% | 0.03% | +16.0% |
| Q2 2020 | $315,000 | -36.7% | 5,789 | -39.0% | 0.02% | -45.7% |
| Q1 2020 | $498,000 | -44.7% | 9,486 | -45.1% | 0.05% | -39.5% |
| Q4 2019 | $901,000 | +7408.3% | 17,293 | +7166.0% | 0.08% | +3700.0% |
| Q1 2018 | $12,000 | 0.0% | 238 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $12,000 | – | 238 | – | 0.00% | – |
Download | ||||||
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% |