OARSMAN CAPITAL, INC. - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 18 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
OARSMAN CAPITAL, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,124,959
+15.3%
185,862
+20.0%
3.40%
+10.1%
Q2 2023$7,043,894
+26.7%
154,913
+28.6%
3.08%
+18.7%
Q1 2023$5,558,352
+27.8%
120,441
+24.4%
2.60%
+17.0%
Q4 2022$4,349,40496,8042.22%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Williams Financial, LLC 552,421$25,494,23019.90%
ZRC WEALTH MANAGEMENT, LLC 376,827$17,390,57715.92%
Stone House Investment Management, LLC 924,482$42,664,83414.42%
High Falls Advisors, Inc 1,005,368$46,397,73413.81%
MCMORGAN & CO LLC 1,339,996$61,840,81812.73%
ONE Advisory Partners, LLC 468,953$21,642,19412.73%
Keystone Financial Services 463,902$21,409,08011.47%
Copperleaf Capital, LLC 245,381$11,324,32911.26%
TNF LLC 455,197$21,052,8719.47%
JB Capital LLC 2,203,547$101,693,7379.28%
View complete list of ISHARES TR shareholders