ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 618 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $6,018 | +587.8% | 132 | +594.7% | 0.00% | – |
| Q4 2023 | $875 | -86.2% | 19 | -86.9% | 0.00% | – |
| 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 ↓ |
|---|---|---|---|
| Firestone Capital Management | 624,520 | $34,086,000 | 12.95% |
| First Ascent Asset Management, LLC | 530,884 | $28,976,000 | 12.20% |
| Marshall Financial Group, LLC | 234,280 | $12,787,000 | 8.34% |
| Wilshire Advisors LLC | 132,625 | $7,239,000 | 6.87% |
| R. W. Roge & Company, Inc. | 167,443 | $9,139,000 | 6.66% |
| JACOBSON & SCHMITT ADVISORS, LLC | 338,421 | $18,471,000 | 6.28% |
| CORRADO ADVISORS, LLC | 142,386 | $7,771,000 | 5.98% |
| AGILIS PARTNERS LLC | 194,019 | $10,590,000 | 4.97% |
| Old North State Trust, LLC | 108,344 | $5,913,000 | 4.57% |
| CALTON & ASSOCIATES, INC. | 464,657 | $25,361,000 | 4.53% |