ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 456 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,590,587 | -59.3% | 379,517 | -57.6% | 0.67% | -16.0% |
| Q2 2023 | $40,720,136 | +173.2% | 895,538 | +177.3% | 0.80% | -5.5% |
| Q1 2023 | $14,906,241 | +43.5% | 322,995 | +39.7% | 0.85% | +163.0% |
| Q4 2022 | $10,387,504 | +25.4% | 231,193 | +24.2% | 0.32% | -55.0% |
| Q3 2022 | $8,284,000 | +19.8% | 186,147 | +26.0% | 0.72% | +23.9% |
| Q2 2022 | $6,916,000 | -33.9% | 147,708 | -30.0% | 0.58% | -21.9% |
| Q1 2022 | $10,467,000 | +39.1% | 210,904 | +48.4% | 0.74% | +37.5% |
| Q4 2021 | $7,523,000 | +2.1% | 142,137 | +2.8% | 0.54% | -15.8% |
| Q3 2021 | $7,365,000 | +23.9% | 138,330 | +24.5% | 0.64% | +20.8% |
| Q2 2021 | $5,943,000 | +51.1% | 111,112 | +49.0% | 0.53% | +31.9% |
| Q1 2021 | $3,933,000 | -52.5% | 74,552 | -59.9% | 0.40% | -44.0% |
| Q3 2011 | $8,284,000 | – | 186,147 | – | 0.72% | – |
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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% |