ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 131 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $505,717 | -85.8% | 11,122 | -83.4% | 0.01% | -92.5% |
| Q4 2021 | $3,549,000 | -55.0% | 67,056 | -55.1% | 0.15% | -66.5% |
| Q1 2021 | $7,883,000 | +701.9% | 149,432 | +726.4% | 0.44% | +462.8% |
| Q3 2020 | $983,000 | +21.4% | 18,083 | +21.2% | 0.08% | +34.5% |
| Q2 2020 | $810,000 | +11.7% | 14,916 | +8.0% | 0.06% | -4.9% |
| Q1 2020 | $725,000 | -74.0% | 13,807 | -74.2% | 0.06% | -71.6% |
| Q4 2019 | $2,791,000 | -5.8% | 53,551 | -5.3% | 0.22% | -41.7% |
| Q3 2019 | $2,963,000 | +29.2% | 56,542 | +27.4% | 0.37% | +28.1% |
| Q2 2019 | $2,294,000 | +345.4% | 44,384 | +336.4% | 0.29% | +234.9% |
| Q1 2019 | $515,000 | -33.3% | 10,171 | -35.1% | 0.09% | +8.9% |
| Q4 2018 | $772,000 | -46.5% | 15,667 | -46.7% | 0.08% | -68.3% |
| Q3 2018 | $1,444,000 | -64.0% | 29,378 | -63.8% | 0.25% | -43.3% |
| Q2 2018 | $4,007,000 | – | 81,203 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 465,104 | $24,748,000 | 10.87% |
| Firestone Capital Management | 601,137 | $32,155,000 | 10.64% |
| First Ascent Asset Management, LLC | 899,864 | $47,909,000 | 10.64% |
| Williams Financial, LLC | 209,495 | $11,154,000 | 9.65% |
| R. W. Roge & Company, Inc. | 267,725 | $14,176,000 | 8.40% |
| MCMORGAN & CO LLC | 778,751 | $41,461,000 | 8.32% |
| ONE Advisory Partners, LLC | 237,025 | $12,619,000 | 7.83% |
| High Falls Advisors, Inc | 540,099 | $28,755,000 | 7.81% |
| SigFig Wealth Management, LLC | 2,595,464 | $138,183,000 | 6.93% |
| JACOBSON & SCHMITT ADVISORS, LLC | 465,331 | $24,774,000 | 6.83% |