ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 497 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $142 | -3.4% | 3,243 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $147 | -2.0% | 3,243 | 0.0% | 0.02% | -13.8% |
| Q1 2023 | $150 | +2.7% | 3,243 | 0.0% | 0.03% | -3.3% |
| Q4 2022 | $146 | -99.9% | 3,243 | 0.0% | 0.03% | -9.1% |
| Q3 2022 | $144,000 | -5.3% | 3,243 | 0.0% | 0.03% | -10.8% |
| Q2 2022 | $152,000 | -5.6% | 3,243 | 0.0% | 0.04% | +5.7% |
| Q1 2022 | $161,000 | -6.4% | 3,243 | 0.0% | 0.04% | -2.8% |
| Q4 2021 | $172,000 | -0.6% | 3,243 | 0.0% | 0.04% | -10.0% |
| Q3 2021 | $173,000 | 0.0% | 3,243 | 0.0% | 0.04% | -11.1% |
| Q2 2021 | $173,000 | +1.2% | 3,243 | 0.0% | 0.04% | -2.2% |
| Q1 2021 | $171,000 | -3.4% | 3,243 | 0.0% | 0.05% | -8.0% |
| Q4 2020 | $177,000 | +0.6% | 3,243 | 0.0% | 0.05% | -20.6% |
| Q3 2020 | $176,000 | 0.0% | 3,243 | 0.0% | 0.06% | +3.3% |
| Q2 2020 | $176,000 | +112.0% | 3,243 | +106.2% | 0.06% | +74.3% |
| Q1 2020 | $83,000 | +1.2% | 1,573 | 0.0% | 0.04% | +29.6% |
| Q4 2019 | $82,000 | 0.0% | 1,573 | 0.0% | 0.03% | -10.0% |
| Q3 2019 | $82,000 | +1.2% | 1,573 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $81,000 | +1.2% | 1,573 | 0.0% | 0.03% | -6.2% |
| Q1 2019 | $80,000 | – | 1,573 | – | 0.03% | – |
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% |