ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 69 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $344,000 | -78.1% | 6,977 | -77.8% | 0.02% | -82.1% |
| Q1 2018 | $1,570,000 | -47.9% | 31,465 | -46.9% | 0.08% | -47.5% |
| Q4 2017 | $3,015,000 | +28.4% | 59,270 | +28.9% | 0.16% | +37.9% |
| Q3 2017 | $2,348,000 | +631.5% | 45,993 | +1360.1% | 0.12% | +157.8% |
| Q1 2016 | $321,000 | -21.9% | 3,150 | -21.2% | 0.04% | 0.0% |
| Q1 2015 | $411,000 | – | 4,000 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 465,104 | $24,748,000 | 10.87% |
| Firestone Capital Management | 601,137 | $32,155,000 | 10.64% |
| First Ascent Asset Management, LLC | 899,864 | $47,909,000 | 10.64% |
| Williams Financial, LLC | 209,495 | $11,154,000 | 9.65% |
| R. W. Roge & Company, Inc. | 267,725 | $14,176,000 | 8.40% |
| MCMORGAN & CO LLC | 778,751 | $41,461,000 | 8.32% |
| ONE Advisory Partners, LLC | 237,025 | $12,619,000 | 7.83% |
| High Falls Advisors, Inc | 540,099 | $28,755,000 | 7.81% |
| SigFig Wealth Management, LLC | 2,595,464 | $138,183,000 | 6.93% |
| JACOBSON & SCHMITT ADVISORS, LLC | 465,331 | $24,774,000 | 6.83% |