ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 243 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,815,121 | +5.2% | 155,899 | +9.4% | 0.18% | +5.8% |
| Q2 2023 | $6,479,073 | -2.7% | 142,491 | -1.3% | 0.17% | -6.5% |
| Q1 2023 | $6,661,534 | +21.3% | 144,345 | +18.1% | 0.18% | +10.1% |
| Q4 2022 | $5,491,575 | +10.7% | 122,226 | +9.6% | 0.17% | -4.0% |
| Q3 2022 | $4,963,000 | -2.7% | 111,505 | +2.3% | 0.18% | +0.6% |
| Q2 2022 | $5,102,000 | -3.7% | 108,966 | +2.1% | 0.17% | +11.5% |
| Q1 2022 | $5,297,000 | +8.2% | 106,727 | +15.4% | 0.16% | +10.6% |
| Q4 2021 | $4,896,000 | +9.0% | 92,500 | +9.6% | 0.14% | -1.4% |
| Q3 2021 | $4,492,000 | -5.2% | 84,381 | -4.8% | 0.14% | -4.7% |
| Q2 2021 | $4,739,000 | +29.2% | 88,590 | +27.4% | 0.15% | +10.3% |
| Q1 2021 | $3,668,000 | +201.4% | 69,549 | +211.8% | 0.14% | +177.6% |
| Q4 2020 | $1,217,000 | -24.7% | 22,305 | -24.9% | 0.05% | -35.5% |
| Q3 2020 | $1,616,000 | +38.1% | 29,712 | +37.9% | 0.08% | +18.8% |
| Q2 2020 | $1,170,000 | +296.6% | 21,543 | +283.9% | 0.06% | +236.8% |
| Q1 2020 | $295,000 | -18.3% | 5,612 | -19.0% | 0.02% | 0.0% |
| Q4 2019 | $361,000 | +375.0% | 6,928 | +373.9% | 0.02% | +280.0% |
| Q3 2019 | $76,000 | 0.0% | 1,462 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $76,000 | -3.8% | 1,462 | -6.4% | 0.01% | -16.7% |
| Q1 2019 | $79,000 | -3.7% | 1,562 | -6.0% | 0.01% | -14.3% |
| Q4 2018 | $82,000 | -22.6% | 1,662 | -22.8% | 0.01% | -12.5% |
| Q3 2018 | $106,000 | -6.2% | 2,153 | -5.7% | 0.01% | -11.1% |
| Q2 2018 | $113,000 | +1312.5% | 2,283 | +1318.0% | 0.01% | +800.0% |
| Q1 2018 | $8,000 | – | 161 | – | 0.00% | – |
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% |