ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 18 filers reported holding ISHARES TR in Q4 2023. 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 | 552,421 | $25,494,230 | 19.90% |
| ZRC WEALTH MANAGEMENT, LLC | 376,827 | $17,390,577 | 15.92% |
| Stone House Investment Management, LLC | 924,482 | $42,664,834 | 14.42% |
| High Falls Advisors, Inc | 1,005,368 | $46,397,734 | 13.81% |
| MCMORGAN & CO LLC | 1,339,996 | $61,840,818 | 12.73% |
| ONE Advisory Partners, LLC | 468,953 | $21,642,194 | 12.73% |
| Keystone Financial Services | 463,902 | $21,409,080 | 11.47% |
| Copperleaf Capital, LLC | 245,381 | $11,324,329 | 11.26% |
| TNF LLC | 455,197 | $21,052,871 | 9.47% |
| JB Capital LLC | 2,203,547 | $101,693,737 | 9.28% |