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 | $12,419,684 | +0.1% | 284,106 | +4.1% | 1.04% | +0.5% |
| Q2 2023 | $12,406,296 | +0.3% | 272,845 | +1.8% | 1.04% | -4.8% |
| Q1 2023 | $12,372,260 | +40.4% | 268,088 | +36.6% | 1.09% | +28.0% |
| Q4 2022 | $8,814,657 | +39.6% | 196,186 | +38.3% | 0.85% | +28.2% |
| Q3 2022 | $6,312,000 | +5.1% | 141,834 | +10.6% | 0.67% | +6.6% |
| Q2 2022 | $6,005,000 | -2.6% | 128,252 | +3.3% | 0.62% | +10.6% |
| Q1 2022 | $6,163,000 | +28.0% | 124,180 | +36.6% | 0.56% | +32.6% |
| Q4 2021 | $4,813,000 | +20.0% | 90,937 | +20.7% | 0.43% | +9.5% |
| Q3 2021 | $4,011,000 | +4.5% | 75,331 | +5.0% | 0.39% | +1.0% |
| Q2 2021 | $3,838,000 | – | 71,743 | – | 0.38% | – |
Download | ||||||
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% |