ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
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% | – |
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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% |