ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 3.48 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,674,233 | +5.0% | 633,060 | +9.2% | 0.75% | +26.6% |
| Q2 2023 | $26,352,076 | +1.5% | 579,549 | +3.0% | 0.59% | -14.6% |
| Q1 2023 | $25,972,516 | +18.5% | 562,785 | +15.3% | 0.69% | +12.7% |
| Q4 2022 | $21,923,856 | +27.8% | 487,956 | +26.6% | 0.61% | +18.5% |
| Q3 2022 | $17,155,000 | -12.6% | 385,497 | -8.0% | 0.52% | -37.3% |
| Q2 2022 | $19,624,000 | -4.3% | 419,122 | +1.5% | 0.83% | +23.1% |
| Q1 2022 | $20,500,000 | +15.3% | 413,050 | +23.0% | 0.67% | +31.1% |
| Q4 2021 | $17,780,000 | +7.5% | 335,897 | +8.1% | 0.51% | -2.7% |
| Q3 2021 | $16,543,000 | +13.5% | 310,707 | +14.0% | 0.53% | +11.2% |
| Q2 2021 | $14,573,000 | +25.5% | 272,433 | +23.8% | 0.47% | +15.1% |
| Q1 2021 | $11,611,000 | – | 220,100 | – | 0.41% | – |
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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% |