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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |