ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 3.48 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $383,206 | -4.8% | 8,766 | -1.0% | 0.01% | 0.0% |
| Q2 2023 | $402,506 | +26.9% | 8,852 | +28.8% | 0.01% | 0.0% |
| Q1 2023 | $317,139 | +10.4% | 6,872 | +2.2% | 0.01% | -14.3% |
| Q4 2022 | $287,138 | +1.8% | 6,727 | +6.3% | 0.01% | -22.2% |
| Q3 2022 | $282,000 | -4.1% | 6,327 | +0.6% | 0.01% | 0.0% |
| Q2 2022 | $294,000 | -33.3% | 6,288 | -29.3% | 0.01% | -35.7% |
| Q1 2022 | $441,000 | -10.2% | 8,894 | -4.2% | 0.01% | -12.5% |
| Q4 2021 | $491,000 | +4.5% | 9,284 | +5.2% | 0.02% | -5.9% |
| Q3 2021 | $470,000 | +42.9% | 8,827 | +43.3% | 0.02% | +30.8% |
| Q2 2021 | $329,000 | +1.5% | 6,160 | +0.4% | 0.01% | -23.5% |
| Q1 2021 | $324,000 | -3.0% | 6,134 | +0.3% | 0.02% | -10.5% |
| Q4 2020 | $334,000 | +1.5% | 6,113 | +0.9% | 0.02% | -17.4% |
| Q3 2020 | $329,000 | +0.9% | 6,056 | +0.8% | 0.02% | -8.0% |
| Q2 2020 | $326,000 | +4.8% | 6,007 | +1.4% | 0.02% | -16.7% |
| Q1 2020 | $311,000 | – | 5,923 | – | 0.03% | – |
Download | ||||||
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% |