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 2023 | $43,145,542 | -5.6% | 986,973 | -1.8% | 12.95% | -0.6% |
| Q2 2023 | $45,697,522 | -1.5% | 1,005,004 | -0.0% | 13.03% | -5.6% |
| Q1 2023 | $46,397,734 | +15.0% | 1,005,368 | +12.0% | 13.81% | +9.9% |
| Q4 2022 | $40,334,706 | +24.3% | 897,723 | +23.1% | 12.56% | +18.1% |
| Q3 2022 | $32,453,000 | -4.0% | 729,282 | +1.1% | 10.64% | +1.3% |
| Q2 2022 | $33,789,000 | -4.7% | 721,684 | +1.0% | 10.50% | +10.4% |
| Q1 2022 | $35,456,000 | +17.1% | 714,398 | +24.9% | 9.51% | +23.1% |
| Q4 2021 | $30,272,000 | +5.3% | 571,926 | +5.9% | 7.73% | -1.1% |
| Q3 2021 | $28,755,000 | +0.8% | 540,099 | +1.3% | 7.81% | +1.8% |
| Q2 2021 | $28,526,000 | +70.2% | 533,301 | +67.9% | 7.67% | +59.5% |
| Q1 2021 | $16,756,000 | – | 317,647 | – | 4.81% | – |
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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% |