ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 394 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
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% | – |
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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% |