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 | $73,223 | +1.0% | 1,675 | +5.1% | 0.01% | 0.0% |
| Q2 2023 | $72,479 | -7.4% | 1,594 | -6.0% | 0.01% | -16.7% |
| Q1 2023 | $78,270 | +8.9% | 1,696 | +6.1% | 0.01% | +9.1% |
| Q4 2022 | $71,843 | +8.9% | 1,599 | +7.4% | 0.01% | 0.0% |
| Q3 2022 | $66,000 | 0.0% | 1,489 | +6.0% | 0.01% | 0.0% |
| Q2 2022 | $66,000 | +4.8% | 1,405 | +10.8% | 0.01% | +37.5% |
| Q1 2022 | $63,000 | +12.5% | 1,268 | +18.9% | 0.01% | +14.3% |
| Q4 2021 | $56,000 | +55.6% | 1,066 | +57.7% | 0.01% | +40.0% |
| Q3 2021 | $36,000 | +28.6% | 676 | +28.5% | 0.01% | +25.0% |
| Q2 2021 | $28,000 | +16.7% | 526 | +17.9% | 0.00% | 0.0% |
| Q1 2021 | $24,000 | 0.0% | 446 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $24,000 | 0.0% | 446 | 0.0% | 0.00% | -20.0% |
| Q3 2020 | $24,000 | 0.0% | 446 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $24,000 | +4.3% | 446 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $23,000 | 0.0% | 446 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $23,000 | – | 446 | – | 0.01% | – |
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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% |