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 | $7,947,953 | +2.2% | 181,813 | +6.3% | 0.21% | +3.4% |
| Q2 2023 | $7,773,856 | +7.0% | 170,967 | +8.6% | 0.20% | -1.0% |
| Q1 2023 | $7,264,741 | +119307.3% | 157,416 | +16.3% | 0.21% | +17.7% |
| Q4 2022 | $6,084 | -99.7% | 135,411 | +196.3% | 0.18% | +177.8% |
| Q3 2022 | $2,034,000 | +1.5% | 45,699 | +6.8% | 0.06% | +12.5% |
| Q2 2022 | $2,003,000 | +0.5% | 42,780 | +6.5% | 0.06% | +16.7% |
| Q1 2022 | $1,994,000 | -26.7% | 40,178 | -21.9% | 0.05% | -25.0% |
| Q4 2021 | $2,721,000 | -28.8% | 51,413 | -28.4% | 0.06% | -35.4% |
| Q3 2021 | $3,824,000 | +1.1% | 71,831 | +1.6% | 0.10% | 0.0% |
| Q2 2021 | $3,782,000 | +11.1% | 70,697 | +9.5% | 0.10% | +5.3% |
| Q1 2021 | $3,405,000 | +147.1% | 64,535 | +155.5% | 0.09% | +113.6% |
| Q4 2020 | $1,378,000 | +2360.7% | 25,256 | +2366.4% | 0.04% | +2100.0% |
| Q3 2020 | $56,000 | 0.0% | 1,024 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $56,000 | +3.7% | 1,024 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $54,000 | +1.9% | 1,024 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $53,000 | +307.7% | 1,024 | +286.4% | 0.00% | +100.0% |
| Q3 2018 | $13,000 | -96.2% | 265 | -96.0% | 0.00% | -94.4% |
| Q4 2017 | $338,000 | – | 6,643 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ZRC WEALTH MANAGEMENT, LLC | 441,611 | $19,305,038 | 16.67% |
| MCMORGAN & CO LLC | 2,034,125 | $88,921,784 | 16.44% |
| Williams Financial, LLC | 456,586 | $19,959,650 | 15.16% |
| High Falls Advisors, Inc | 986,973 | $43,145,542 | 12.95% |
| ONE Advisory Partners, LLC | 470,175 | $20,553,698 | 12.01% |
| Keystone Financial Services | 445,919 | $19,493,345 | 10.32% |
| Sharkey, Howes & Javer | 1,147,311 | $50,154,716 | 9.61% |
| Private Ocean, LLC | 1,632,359 | $71,358,568 | 9.06% |
| TNF LLC | 446,550 | $19,023,049 | 8.83% |
| Compass Ion Advisors, LLC | 1,102,715 | $48,205,214 | 8.27% |