ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 497 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,426,461 | +144.5% | 52,669 | +132.0% | 0.52% | +124.0% |
| Q3 2023 | $992,331 | -7.8% | 22,700 | -4.1% | 0.23% | -4.9% |
| Q2 2023 | $1,076,502 | -7.2% | 23,675 | -5.8% | 0.24% | -11.6% |
| Q1 2023 | $1,159,842 | +79614.2% | 25,132 | -22.4% | 0.28% | -21.5% |
| Q4 2022 | $1,455 | -99.9% | 32,375 | -25.8% | 0.35% | -30.1% |
| Q3 2022 | $1,942,000 | +47.9% | 43,658 | +55.7% | 0.50% | +61.9% |
| Q2 2022 | $1,313,000 | -52.9% | 28,045 | -50.1% | 0.31% | -40.1% |
| Q1 2022 | $2,787,000 | -31.7% | 56,152 | -27.2% | 0.52% | -28.0% |
| Q4 2021 | $4,081,000 | +7.4% | 77,112 | +8.0% | 0.72% | -2.0% |
| Q3 2021 | $3,801,000 | +62.7% | 71,392 | +63.5% | 0.74% | +65.0% |
| Q2 2021 | $2,336,000 | +150.1% | 43,676 | +146.6% | 0.45% | +130.9% |
| Q1 2021 | $934,000 | – | 17,708 | – | 0.19% | – |
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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% |