ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 3.48 and the average weighting 1.0%.
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% | – |
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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% |