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 | 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% |