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