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 | $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 ↓ |
|---|---|---|---|
| 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% |