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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
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% |