ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 460 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,958,244 | -20.9% | 227,799 | -17.7% | 3.71% | -22.4% |
| Q2 2023 | $12,585,319 | +8.4% | 276,783 | +10.1% | 4.78% | +11.2% |
| Q1 2023 | $11,606,236 | +29.9% | 251,489 | +26.5% | 4.30% | +24.4% |
| Q4 2022 | $8,932,307 | -24.1% | 198,805 | -24.8% | 3.46% | -29.4% |
| Q3 2022 | $11,762,000 | -2.9% | 264,326 | +2.1% | 4.90% | +6.8% |
| Q2 2022 | $12,118,000 | -5.1% | 258,815 | +0.6% | 4.59% | +8.6% |
| Q1 2022 | $12,774,000 | +30.7% | 257,376 | +39.4% | 4.22% | +31.4% |
| Q4 2021 | $9,772,000 | +16.8% | 184,618 | +17.4% | 3.21% | +11.1% |
| Q3 2021 | $8,370,000 | +4.4% | 157,221 | +4.9% | 2.89% | +4.1% |
| Q2 2021 | $8,018,000 | +59.7% | 149,902 | +57.5% | 2.78% | +46.6% |
| Q1 2021 | $5,020,000 | – | 95,171 | – | 1.90% | – |
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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% |