HighTower Advisors, LLC - ISHARES TR ownership

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
HighTower Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16,514,000
+6.5%
377,849
+10.9%
0.03%0.0%
Q2 2023$15,503,000
+13.8%
340,865
+15.4%
0.03%
+3.3%
Q1 2023$13,629,000
+24.0%
295,351
+20.7%
0.03%
+20.0%
Q4 2022$10,993,000
+65.6%
244,675
+63.9%
0.02%
+38.9%
Q3 2022$6,638,000
-50.7%
149,238
-48.1%
0.02%
-48.6%
Q2 2022$13,476,000
-8.3%
287,809
-2.8%
0.04%
+6.1%
Q1 2022$14,692,000
+2.5%
296,082
+9.2%
0.03%
+6.5%
Q4 2021$14,335,000
+0.3%
271,029
+0.9%
0.03%
-18.4%
Q3 2021$14,296,000
+8.0%
268,739
+8.5%
0.04%0.0%
Q2 2021$13,235,000
+203.5%
247,687
+198.4%
0.04%
+171.4%
Q1 2021$4,361,000
+1225.5%
83,007
+1157.9%
0.01%
+600.0%
Q1 2019$329,000
-79.9%
6,599
-79.6%
0.00%
-85.7%
Q3 2017$1,640,000
+434.2%
32,338
+428.7%
0.01%
+366.7%
Q4 2016$307,0006,1160.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
ZRC WEALTH MANAGEMENT, LLC 441,611$19,305,03816.67%
MCMORGAN & CO LLC 2,034,125$88,921,78416.44%
Williams Financial, LLC 456,586$19,959,65015.16%
High Falls Advisors, Inc 986,973$43,145,54212.95%
ONE Advisory Partners, LLC 470,175$20,553,69812.01%
Keystone Financial Services 445,919$19,493,34510.32%
Sharkey, Howes & Javer 1,147,311$50,154,7169.61%
Private Ocean, LLC 1,632,359$71,358,5689.06%
TNF LLC 446,550$19,023,0498.83%
Compass Ion Advisors, LLC 1,102,715$48,205,2148.27%
View complete list of ISHARES TR shareholders