ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 343 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,077,930 | -20.9% | 70,409 | -17.7% | 0.93% | -17.7% |
| Q2 2023 | $3,891,141 | +12.6% | 85,576 | +14.3% | 1.13% | +9.8% |
| Q1 2023 | $3,454,235 | +41.2% | 74,848 | +37.5% | 1.03% | +22.9% |
| Q4 2022 | $2,446,439 | +14.1% | 54,450 | +13.0% | 0.84% | +3.8% |
| Q3 2022 | $2,145,000 | -1.2% | 48,200 | +4.0% | 0.81% | +53.1% |
| Q2 2022 | $2,170,000 | +10.7% | 46,351 | +17.4% | 0.53% | +24.9% |
| Q1 2022 | $1,960,000 | +29.7% | 39,498 | +38.4% | 0.42% | +44.0% |
| Q4 2021 | $1,511,000 | +9.2% | 28,542 | +9.8% | 0.29% | +2.1% |
| Q3 2021 | $1,384,000 | +1.8% | 25,996 | +2.3% | 0.29% | +3.2% |
| Q2 2021 | $1,359,000 | +23.1% | 25,401 | +21.3% | 0.28% | +14.9% |
| Q1 2021 | $1,104,000 | – | 20,935 | – | 0.24% | – |
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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% |