ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 394 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,617,111 | -2.9% | 1,020,635 | +1.0% | 0.80% | -4.2% |
| Q2 2023 | $45,955,732 | +1.0% | 1,010,682 | +2.5% | 0.83% | -3.6% |
| Q1 2023 | $45,483,544 | +28.9% | 985,559 | +25.5% | 0.86% | +19.1% |
| Q4 2022 | $35,284,942 | +24.8% | 785,331 | +23.6% | 0.72% | +15.9% |
| Q3 2022 | $28,282,000 | -22.0% | 635,553 | -18.0% | 0.62% | -18.0% |
| Q2 2022 | $36,273,000 | -14.3% | 774,743 | -9.2% | 0.76% | +2.7% |
| Q1 2022 | $42,334,000 | +14.9% | 852,996 | +22.6% | 0.74% | +13.0% |
| Q4 2021 | $36,837,000 | -6.1% | 695,949 | -5.5% | 0.66% | -7.5% |
| Q3 2021 | $39,228,000 | +12.2% | 736,807 | +12.7% | 0.71% | +5.0% |
| Q2 2021 | $34,970,000 | +34.5% | 653,771 | +32.6% | 0.68% | +17.4% |
| Q1 2021 | $26,001,000 | +728.1% | 492,916 | +756.8% | 0.58% | +656.6% |
| Q4 2020 | $3,140,000 | +417.3% | 57,532 | +397.8% | 0.08% | +61.7% |
| Q1 2020 | $607,000 | -47.7% | 11,557 | -48.1% | 0.05% | +51.6% |
| Q4 2019 | $1,161,000 | -14.9% | 22,287 | -14.4% | 0.03% | -36.7% |
| Q3 2019 | $1,364,000 | +2.5% | 26,023 | +2.4% | 0.05% | -2.0% |
| Q2 2019 | $1,331,000 | +19.4% | 25,406 | +15.3% | 0.05% | +6.4% |
| Q1 2019 | $1,115,000 | – | 22,029 | – | 0.05% | – |
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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% |