ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 92 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,339 | +39518.8% | 145 | -56.8% | 0.00% | -100.0% |
| Q1 2023 | $16 | +77.8% | 336 | +65.5% | 0.00% | – |
| Q4 2022 | $9 | -99.9% | 203 | -6.5% | 0.00% | – |
| Q3 2022 | $10,000 | -28.6% | 217 | -27.7% | 0.00% | – |
| Q2 2022 | $14,000 | +180.0% | 300 | +222.6% | 0.00% | – |
| Q3 2021 | $5,000 | +400.0% | 93 | +416.7% | 0.00% | – |
| Q3 2020 | $1,000 | -96.8% | 18 | -96.9% | 0.00% | -100.0% |
| Q1 2020 | $31,000 | – | 590 | +58900.0% | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 1 | -99.0% | 0.00% | – |
| Q2 2019 | $5,000 | +400.0% | 97 | +410.5% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 19 | -20.8% | 0.00% | – |
| Q4 2018 | $1,000 | -93.3% | 24 | -92.0% | 0.00% | -100.0% |
| Q2 2018 | $15,000 | +400.0% | 300 | +1100.0% | 0.00% | – |
| Q2 2015 | $3,000 | -91.7% | 25 | -93.0% | 0.00% | -100.0% |
| Q2 2014 | $36,000 | – | 358 | – | 0.01% | – |
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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% |