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 | $23,978 | +10.8% | 548,187 | +14.9% | 0.31% | +10.0% |
| Q2 2023 | $21,644 | +20.2% | 476,974 | +21.5% | 0.28% | +15.3% |
| Q1 2023 | $18,011 | +5.4% | 392,450 | +4.2% | 0.24% | +3.9% |
| Q4 2022 | $17,082 | -99.9% | 376,628 | +7.0% | 0.23% | +5.9% |
| Q3 2022 | $15,545,000 | +4.2% | 352,104 | +9.8% | 0.22% | +10.0% |
| Q2 2022 | $14,914,000 | +9.4% | 320,540 | +16.5% | 0.20% | +31.6% |
| Q1 2022 | $13,632,000 | +22.9% | 275,190 | +31.3% | 0.15% | +23.6% |
| Q4 2021 | $11,094,000 | +121.0% | 209,603 | +122.3% | 0.12% | +108.5% |
| Q3 2021 | $5,021,000 | +188.9% | 94,296 | +189.9% | 0.06% | +181.0% |
| Q2 2021 | $1,738,000 | – | 32,525 | – | 0.02% | – |
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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% |