ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 243 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,611 | -21.1% | 4,946 | -18.0% | 0.01% | -27.3% |
| Q2 2023 | $274,686 | -18.0% | 6,034 | -16.7% | 0.01% | -21.4% |
| Q1 2023 | $334,978 | +1.9% | 7,248 | -0.9% | 0.01% | -12.5% |
| Q4 2022 | $328,598 | -1.9% | 7,313 | -2.7% | 0.02% | -5.9% |
| Q3 2022 | $335,000 | -4.8% | 7,514 | +0.3% | 0.02% | -5.6% |
| Q2 2022 | $352,000 | -9.0% | 7,495 | -3.8% | 0.02% | +12.5% |
| Q1 2022 | $387,000 | -14.2% | 7,792 | -8.3% | 0.02% | -15.8% |
| Q4 2021 | $451,000 | +20.6% | 8,500 | +21.4% | 0.02% | 0.0% |
| Q3 2021 | $374,000 | +7.8% | 7,004 | +8.3% | 0.02% | +11.8% |
| Q2 2021 | $347,000 | +1.5% | 6,465 | +0.0% | 0.02% | -15.0% |
| Q1 2021 | $342,000 | -13.2% | 6,464 | -10.5% | 0.02% | -25.9% |
| Q4 2020 | $394,000 | +18.0% | 7,221 | +17.4% | 0.03% | -10.0% |
| Q2 2020 | $334,000 | -14.8% | 6,153 | -17.7% | 0.03% | -28.6% |
| Q1 2020 | $392,000 | +2.9% | 7,472 | +2.2% | 0.04% | +44.8% |
| Q4 2019 | $381,000 | +28.3% | 7,310 | +28.8% | 0.03% | -6.5% |
| Q3 2019 | $297,000 | – | 5,674 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Williams Financial, LLC | 575,429 | $26,164,751 | 19.51% |
| MCMORGAN & CO LLC | 1,977,443 | $89,914,346 | 16.91% |
| Stone House Investment Management, LLC | 980,266 | $44,572,692 | 16.16% |
| ZRC WEALTH MANAGEMENT, LLC | 402,366 | $18,902,196 | 15.92% |
| High Falls Advisors, Inc | 1,005,004 | $45,697,522 | 13.03% |
| ONE Advisory Partners, LLC | 486,639 | $22,127,458 | 12.45% |
| Copperleaf Capital, LLC | 279,828 | $12,723,784 | 11.92% |
| Keystone Financial Services | 476,707 | $21,675,876 | 11.07% |
| Sharkey, Howes & Javer | 1,140,763 | $51,870,514 | 9.82% |
| TNF LLC | 467,300 | $21,248,116 | 9.27% |