ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 131 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $231 | -13.5% | 5,291 | -8.6% | 0.00% | 0.0% |
| Q1 2023 | $267 | -57.1% | 5,791 | -58.3% | 0.00% | -50.0% |
| Q4 2022 | $623 | -99.9% | 13,873 | -6.3% | 0.00% | -33.3% |
| Q3 2022 | $659,000 | -55.7% | 14,798 | -53.5% | 0.00% | -40.0% |
| Q2 2022 | $1,489,000 | +124.9% | 31,798 | +138.3% | 0.01% | +150.0% |
| Q1 2022 | $662,000 | +24.0% | 13,343 | +32.2% | 0.00% | 0.0% |
| Q4 2021 | $534,000 | +43.5% | 10,093 | +44.3% | 0.00% | +100.0% |
| Q3 2021 | $372,000 | +59.0% | 6,993 | +57.1% | 0.00% | 0.0% |
| Q1 2020 | $234,000 | +12.5% | 4,450 | +11.2% | 0.00% | 0.0% |
| Q4 2019 | $208,000 | -13.7% | 4,000 | -13.0% | 0.00% | 0.0% |
| Q3 2019 | $241,000 | – | 4,600 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Williams Financial, LLC | 552,421 | $25,494,230 | 19.90% |
| ZRC WEALTH MANAGEMENT, LLC | 376,827 | $17,390,577 | 15.92% |
| Stone House Investment Management, LLC | 924,482 | $42,664,834 | 14.42% |
| High Falls Advisors, Inc | 1,005,368 | $46,397,734 | 13.81% |
| MCMORGAN & CO LLC | 1,339,996 | $61,840,818 | 12.73% |
| ONE Advisory Partners, LLC | 468,953 | $21,642,194 | 12.73% |
| Keystone Financial Services | 463,902 | $21,409,080 | 11.47% |
| Copperleaf Capital, LLC | 245,381 | $11,324,329 | 11.26% |
| TNF LLC | 455,197 | $21,052,871 | 9.47% |
| JB Capital LLC | 2,203,547 | $101,693,737 | 9.28% |