ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 44 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37 | -99.8% | 848 | +63.1% | 0.00% | -25.0% |
| Q2 2022 | $24,000 | -27.3% | 520 | -22.8% | 0.00% | 0.0% |
| Q1 2022 | $33,000 | -26.7% | 674 | -19.9% | 0.00% | -20.0% |
| Q4 2021 | $45,000 | -49.4% | 841 | -49.5% | 0.01% | -58.3% |
| Q3 2021 | $89,000 | +102.3% | 1,665 | +102.1% | 0.01% | +71.4% |
| Q2 2021 | $44,000 | +2.3% | 824 | 0.0% | 0.01% | -30.0% |
| Q1 2021 | $43,000 | -4.4% | 824 | 0.0% | 0.01% | +11.1% |
| Q4 2020 | $45,000 | 0.0% | 824 | 0.0% | 0.01% | -10.0% |
| Q3 2020 | $45,000 | 0.0% | 824 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $45,000 | +45.2% | 824 | +37.3% | 0.01% | +20.0% |
| Q2 2019 | $31,000 | -73.7% | 600 | -75.0% | 0.01% | -75.0% |
| Q2 2018 | $118,000 | +490.0% | 2,396 | +499.0% | 0.04% | +263.6% |
| Q1 2017 | $20,000 | – | 400 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| R. W. Roge & Company, Inc. | 363,419 | $18,901,000 | 14.56% |
| Tri-Star Advisors Inc. | 479,877 | $25,069,000 | 10.51% |
| First Ascent Asset Management, LLC | 1,001,371 | $53,003,000 | 10.11% |
| Firestone Capital Management | 589,964 | $31,227,000 | 9.85% |
| Williams Financial, LLC | 234,691 | $12,422,000 | 9.37% |
| ONE Advisory Partners, LLC | 264,942 | $14,023,000 | 7.99% |
| High Falls Advisors, Inc | 571,926 | $30,272,000 | 7.73% |
| BIVIN & ASSOCIATES, INC. | 158,321 | $8,380,000 | 7.31% |
| JB Capital LLC | 1,392,861 | $73,724,137,000 | 7.21% |
| MCMORGAN & CO LLC | 754,384 | $39,930,000 | 7.03% |