ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.80 and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| 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% |