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 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $638 | -2.3% | 14,036 | -0.8% | 0.01% | 0.0% |
| Q1 2023 | $653 | +3.0% | 14,145 | +0.2% | 0.01% | +16.7% |
| Q4 2022 | $634 | -100.0% | 14,116 | -56.7% | 0.01% | -57.1% |
| Q3 2022 | $1,450,000 | -47.7% | 32,596 | -45.0% | 0.01% | -44.0% |
| Q2 2022 | $2,774,000 | +33.2% | 59,255 | +41.2% | 0.02% | +56.2% |
| Q1 2022 | $2,083,000 | -42.1% | 41,970 | -38.3% | 0.02% | -36.0% |
| Q4 2021 | $3,598,000 | +72.5% | 67,970 | +77.2% | 0.02% | +47.1% |
| Q3 2021 | $2,086,000 | -39.2% | 38,351 | -40.2% | 0.02% | -29.2% |
| Q2 2021 | $3,430,000 | +41.0% | 64,135 | +43.9% | 0.02% | +26.3% |
| Q1 2021 | $2,433,000 | 0.0% | 44,569 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $2,433,000 | +16.6% | 44,569 | +16.2% | 0.02% | +11.8% |
| Q3 2020 | $2,086,000 | -3.4% | 38,351 | -3.6% | 0.02% | -5.6% |
| Q2 2020 | $2,160,000 | -5.8% | 39,764 | -9.0% | 0.02% | -14.3% |
| Q1 2020 | $2,294,000 | +14.8% | 43,687 | +13.9% | 0.02% | +40.0% |
| Q4 2019 | $1,998,000 | +0.4% | 38,347 | +0.9% | 0.02% | -6.2% |
| Q3 2019 | $1,991,000 | +1.0% | 37,990 | -0.4% | 0.02% | 0.0% |
| Q2 2019 | $1,971,000 | +36.6% | 38,141 | +33.8% | 0.02% | +33.3% |
| Q1 2019 | $1,443,000 | +6.5% | 28,513 | +3.6% | 0.01% | -7.7% |
| Q4 2018 | $1,355,000 | +3.0% | 27,511 | +2.8% | 0.01% | +18.2% |
| Q3 2018 | $1,315,000 | +302.1% | 26,755 | +304.2% | 0.01% | +266.7% |
| Q2 2018 | $327,000 | – | 6,619 | – | 0.00% | – |
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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% |