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 | $214,877 | -33.3% | 4,915 | -30.6% | 0.03% | -30.4% |
| Q2 2023 | $322,120 | -15.2% | 7,084 | -14.0% | 0.05% | -23.3% |
| Q1 2023 | $380,002 | -24.0% | 8,234 | -26.0% | 0.06% | -34.8% |
| Q4 2022 | $499,934 | -69.6% | 11,127 | -69.8% | 0.09% | -71.2% |
| Q3 2022 | $1,642,000 | +438.4% | 36,896 | +466.8% | 0.32% | +480.0% |
| Q2 2022 | $305,000 | -5.9% | 6,509 | -0.3% | 0.06% | +10.0% |
| Q1 2022 | $324,000 | -21.2% | 6,530 | -16.0% | 0.05% | -16.7% |
| Q4 2021 | $411,000 | -6.2% | 7,771 | -5.5% | 0.06% | -14.3% |
| Q3 2021 | $438,000 | -17.0% | 8,221 | -16.8% | 0.07% | -16.7% |
| Q2 2021 | $528,000 | -10.8% | 9,876 | -12.0% | 0.08% | -19.2% |
| Q1 2021 | $592,000 | -96.3% | 11,222 | -96.1% | 0.10% | -95.9% |
| Q4 2020 | $15,796,000 | +2.1% | 290,519 | +2.1% | 2.55% | -12.2% |
| Q3 2020 | $15,475,000 | +5.1% | 284,568 | +4.9% | 2.90% | -3.7% |
| Q2 2020 | $14,731,000 | +6.0% | 271,147 | +2.5% | 3.01% | -12.1% |
| Q1 2020 | $13,895,000 | +3.3% | 264,662 | +2.6% | 3.43% | +28.0% |
| Q4 2019 | $13,446,000 | +3.5% | 258,029 | +3.6% | 2.68% | -1.2% |
| Q3 2019 | $12,989,000 | +13.0% | 249,100 | +12.0% | 2.71% | +4.9% |
| Q2 2019 | $11,493,000 | +4.7% | 222,389 | +2.4% | 2.58% | +4.0% |
| Q1 2019 | $10,979,000 | +37.6% | 217,108 | +35.0% | 2.48% | +21.9% |
| Q4 2018 | $7,979,000 | +64.2% | 160,842 | +60.3% | 2.04% | +74.0% |
| Q3 2018 | $4,860,000 | +111.9% | 100,360 | +115.9% | 1.17% | +91.0% |
| Q2 2018 | $2,294,000 | – | 46,483 | – | 0.61% | – |
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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% |