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 | $4,985,915 | +164.4% | 114,055 | +175.0% | 0.00% | – |
| Q2 2023 | $1,885,732 | +36.2% | 41,472 | +38.2% | 0.00% | – |
| Q1 2023 | $1,384,500 | +217.7% | 30,000 | +209.3% | 0.00% | – |
| Q4 2022 | $435,821 | -51.9% | 9,700 | -49.9% | 0.00% | – |
| Q2 2022 | $906,000 | -94.3% | 19,344 | -94.0% | 0.00% | -100.0% |
| Q1 2022 | $16,000,000 | -35.4% | 322,393 | -32.7% | 0.00% | -72.7% |
| Q2 2019 | $24,751,000 | +1792.3% | 478,924 | +1752.6% | 0.01% | +1000.0% |
| Q1 2019 | $1,308,000 | -89.3% | 25,851 | -89.6% | 0.00% | -85.7% |
| Q4 2018 | $12,265,000 | +838.4% | 249,027 | +836.3% | 0.01% | +600.0% |
| Q3 2018 | $1,307,000 | -76.7% | 26,596 | -76.3% | 0.00% | -66.7% |
| Q1 2018 | $5,604,000 | +321.4% | 112,258 | +326.4% | 0.00% | +200.0% |
| Q1 2017 | $1,330,000 | +363.4% | 26,325 | +360.4% | 0.00% | – |
| Q4 2016 | $287,000 | -77.1% | 5,718 | -52.6% | 0.00% | -100.0% |
| Q2 2016 | $1,256,000 | +398.4% | 12,074 | +381.4% | 0.00% | – |
| Q2 2015 | $252,000 | -31.5% | 2,508 | -30.1% | 0.00% | – |
| Q1 2015 | $368,000 | – | 3,586 | – | 0.00% | – |
Download | ||||||
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% |