ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 243 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,968 | +9.9% | 1,372 | +14.3% | 0.00% | +100.0% |
| Q2 2023 | $54,564 | -1.5% | 1,200 | 0.0% | 0.00% | -50.0% |
| Q1 2023 | $55,380 | -19.7% | 1,200 | -18.6% | 0.00% | 0.0% |
| Q2 2022 | $69,000 | +2200.0% | 1,475 | +2279.0% | 0.00% | – |
| Q1 2022 | $3,000 | -94.3% | 62 | -93.8% | 0.00% | -100.0% |
| Q4 2021 | $53,000 | -11.7% | 998 | -11.8% | 0.00% | 0.0% |
| Q3 2021 | $60,000 | +93.5% | 1,132 | +97.2% | 0.00% | +100.0% |
| Q2 2021 | $31,000 | +14.8% | 574 | +12.1% | 0.00% | 0.0% |
| Q1 2021 | $27,000 | +1250.0% | 512 | +1119.0% | 0.00% | – |
| Q4 2020 | $2,000 | – | 42 | – | 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% |