ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 343 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $249,000 | -4.6% | 5,591 | +0.2% | 0.02% | -25.0% |
| Q2 2022 | $261,000 | -5.4% | 5,578 | +0.2% | 0.02% | +4.3% |
| Q1 2022 | $276,000 | -2.8% | 5,567 | +0.1% | 0.02% | -8.0% |
| Q4 2021 | $284,000 | -1.7% | 5,564 | +2.1% | 0.02% | 0.0% |
| Q3 2021 | $289,000 | -1.0% | 5,451 | +0.2% | 0.02% | -7.4% |
| Q2 2021 | $292,000 | +1.4% | 5,442 | +0.1% | 0.03% | -3.6% |
| Q1 2021 | $288,000 | -28.4% | 5,434 | -26.9% | 0.03% | -33.3% |
| Q4 2020 | $402,000 | +0.2% | 7,434 | +0.3% | 0.04% | -20.8% |
| Q3 2020 | $401,000 | -0.7% | 7,415 | +0.1% | 0.05% | +1.9% |
| Q2 2020 | $404,000 | +6.0% | 7,407 | +2.2% | 0.05% | -18.8% |
| Q1 2020 | $381,000 | -13.0% | 7,251 | -12.8% | 0.06% | +10.3% |
| Q4 2019 | $438,000 | -7.4% | 8,312 | -7.9% | 0.06% | -14.7% |
| Q3 2019 | $473,000 | +1.5% | 9,029 | +0.2% | 0.07% | -1.4% |
| Q2 2019 | $466,000 | +1.1% | 9,014 | -1.0% | 0.07% | -2.8% |
| Q1 2019 | $461,000 | -29.4% | 9,105 | -31.4% | 0.07% | -37.7% |
| Q4 2018 | $653,000 | – | 13,268 | – | 0.11% | – |
Download | ||||||
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% |