ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 509 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
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 | 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% |