B. Riley Wealth Advisors, Inc. - ISHARES TR ownership

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
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
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$11,611,000220,1000.41%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Williams Financial, LLC 552,421$25,494,23019.90%
ZRC WEALTH MANAGEMENT, LLC 376,827$17,390,57715.92%
Stone House Investment Management, LLC 924,482$42,664,83414.42%
High Falls Advisors, Inc 1,005,368$46,397,73413.81%
MCMORGAN & CO LLC 1,339,996$61,840,81812.73%
ONE Advisory Partners, LLC 468,953$21,642,19412.73%
Keystone Financial Services 463,902$21,409,08011.47%
Copperleaf Capital, LLC 245,381$11,324,32911.26%
TNF LLC 455,197$21,052,8719.47%
JB Capital LLC 2,203,547$101,693,7379.28%
View complete list of ISHARES TR shareholders