ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 44 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $940,000 | -62.4% | 18,441 | -62.8% | 0.03% | -62.3% |
| Q1 2017 | $2,501,000 | +179.8% | 49,512 | +188.4% | 0.07% | +228.6% |
| Q3 2016 | $894,000 | -77.3% | 17,165 | -54.7% | 0.02% | -74.4% |
| Q2 2016 | $3,938,000 | -55.3% | 37,856 | -56.2% | 0.08% | -66.9% |
| Q1 2016 | $8,805,000 | +492.1% | 86,503 | +477.0% | 0.25% | +892.0% |
| Q4 2015 | $1,487,000 | +46.1% | 14,993 | +48.1% | 0.02% | +38.9% |
| Q2 2015 | $1,018,000 | -0.8% | 10,125 | +1.4% | 0.02% | -14.3% |
| Q1 2015 | $1,026,000 | – | 9,983 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 465,104 | $24,748,000 | 10.87% |
| Firestone Capital Management | 601,137 | $32,155,000 | 10.64% |
| First Ascent Asset Management, LLC | 899,864 | $47,909,000 | 10.64% |
| Williams Financial, LLC | 209,495 | $11,154,000 | 9.65% |
| R. W. Roge & Company, Inc. | 267,725 | $14,176,000 | 8.40% |
| MCMORGAN & CO LLC | 778,751 | $41,461,000 | 8.32% |
| ONE Advisory Partners, LLC | 237,025 | $12,619,000 | 7.83% |
| High Falls Advisors, Inc | 540,099 | $28,755,000 | 7.81% |
| SigFig Wealth Management, LLC | 2,595,464 | $138,183,000 | 6.93% |
| JACOBSON & SCHMITT ADVISORS, LLC | 465,331 | $24,774,000 | 6.83% |