ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 243 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,511,703 | +3.0% | 720,844 | +7.2% | 2.22% | +10.8% |
| Q2 2023 | $30,586,135 | +4.0% | 672,666 | +5.6% | 2.00% | +24.2% |
| Q1 2023 | $29,400,613 | +35.3% | 637,066 | +31.7% | 1.61% | +14.0% |
| Q4 2022 | $21,728,907 | +19.9% | 483,617 | +18.8% | 1.42% | +8.1% |
| Q3 2022 | $18,115,000 | +15.7% | 407,085 | +21.7% | 1.31% | +18.1% |
| Q2 2022 | $15,656,000 | +71.3% | 334,396 | +81.6% | 1.11% | +97.9% |
| Q1 2022 | $9,137,000 | -23.6% | 184,104 | -18.6% | 0.56% | -24.8% |
| Q4 2021 | $11,966,000 | +20.3% | 226,065 | +21.0% | 0.74% | -1.7% |
| Q3 2021 | $9,950,000 | +56.1% | 186,891 | +56.8% | 0.76% | +55.0% |
| Q2 2021 | $6,374,000 | +185.6% | 119,168 | +181.6% | 0.49% | +157.4% |
| Q1 2021 | $2,232,000 | +112.2% | 42,315 | +119.6% | 0.19% | +90.0% |
| Q4 2020 | $1,052,000 | -62.7% | 19,271 | -62.9% | 0.10% | -53.5% |
| Q3 2020 | $2,824,000 | – | 51,940 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Williams Financial, LLC | 575,429 | $26,164,751 | 19.51% |
| MCMORGAN & CO LLC | 1,977,443 | $89,914,346 | 16.91% |
| Stone House Investment Management, LLC | 980,266 | $44,572,692 | 16.16% |
| ZRC WEALTH MANAGEMENT, LLC | 402,366 | $18,902,196 | 15.92% |
| High Falls Advisors, Inc | 1,005,004 | $45,697,522 | 13.03% |
| ONE Advisory Partners, LLC | 486,639 | $22,127,458 | 12.45% |
| Copperleaf Capital, LLC | 279,828 | $12,723,784 | 11.92% |
| Keystone Financial Services | 476,707 | $21,675,876 | 11.07% |
| Sharkey, Howes & Javer | 1,140,763 | $51,870,514 | 9.82% |
| TNF LLC | 467,300 | $21,248,116 | 9.27% |