ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.80 and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 465,104 | $24,748,000 | 10.87% |
| Firestone Capital Management | 601,137 | $32,155,000 | 10.64% |
| First Ascent Asset Management, LLC | 899,864 | $47,909,000 | 10.64% |
| Williams Financial, LLC | 209,495 | $11,154,000 | 9.65% |
| R. W. Roge & Company, Inc. | 267,725 | $14,176,000 | 8.40% |
| MCMORGAN & CO LLC | 778,751 | $41,461,000 | 8.32% |
| ONE Advisory Partners, LLC | 237,025 | $12,619,000 | 7.83% |
| High Falls Advisors, Inc | 540,099 | $28,755,000 | 7.81% |
| SigFig Wealth Management, LLC | 2,595,464 | $138,183,000 | 6.93% |
| JACOBSON & SCHMITT ADVISORS, LLC | 465,331 | $24,774,000 | 6.83% |