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 | $82,396,468 | +1.8% | 1,884,856 | +5.9% | 4.12% | +1.2% |
| Q2 2023 | $80,935,179 | +2.5% | 1,779,969 | +4.0% | 4.08% | -4.4% |
| Q1 2023 | $78,990,785 | +3.6% | 1,711,610 | +0.9% | 4.26% | -6.6% |
| Q4 2022 | $76,252,902 | +3947.4% | 1,697,149 | +3909.5% | 4.56% | +3766.1% |
| Q3 2022 | $1,884,000 | +85.4% | 42,328 | +95.0% | 0.12% | +76.1% |
| Q2 2022 | $1,016,000 | -19.8% | 21,706 | -15.0% | 0.07% | +3.1% |
| Q1 2022 | $1,267,000 | +248.1% | 25,525 | +271.0% | 0.06% | +261.1% |
| Q4 2021 | $364,000 | -9.9% | 6,880 | -9.5% | 0.02% | -21.7% |
| Q3 2021 | $404,000 | +0.7% | 7,605 | +1.3% | 0.02% | 0.0% |
| Q2 2021 | $401,000 | -18.2% | 7,510 | -22.9% | 0.02% | -66.7% |
| Q4 2016 | $490,000 | – | 9,740 | – | 0.07% | – |
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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% |