ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.80 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $706,000 | -81.1% | 14,231 | -79.8% | 0.43% | -80.6% |
| Q4 2021 | $3,728,000 | -18.1% | 70,432 | -17.6% | 2.23% | -20.8% |
| Q3 2021 | $4,551,000 | -10.7% | 85,482 | -10.3% | 2.82% | -10.2% |
| Q2 2021 | $5,096,000 | -19.0% | 95,262 | -20.1% | 3.14% | -32.6% |
| Q1 2021 | $6,292,000 | -19.0% | 119,278 | -16.2% | 4.66% | -22.2% |
| Q4 2020 | $7,771,000 | -6.9% | 142,386 | -7.3% | 5.98% | -13.7% |
| Q3 2020 | $8,351,000 | -1.8% | 153,578 | -1.8% | 6.94% | -9.9% |
| Q2 2020 | $8,501,000 | -8.7% | 156,471 | -11.7% | 7.70% | -11.6% |
| Q1 2020 | $9,308,000 | – | 177,300 | – | 8.71% | – |
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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% |