W.G. Shaheen & Associates DBA Whitney & Co - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 460 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
W.G. Shaheen & Associates DBA Whitney & Co ownership history of ISHARES TR
ValueSharesWeighting
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$2,294,00046,4830.61%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
ZRC WEALTH MANAGEMENT, LLC 441,611$19,305,03816.67%
MCMORGAN & CO LLC 2,034,125$88,921,78416.44%
Williams Financial, LLC 456,586$19,959,65015.16%
High Falls Advisors, Inc 986,973$43,145,54212.95%
ONE Advisory Partners, LLC 470,175$20,553,69812.01%
Keystone Financial Services 445,919$19,493,34510.32%
Sharkey, Howes & Javer 1,147,311$50,154,7169.61%
Private Ocean, LLC 1,632,359$71,358,5689.06%
TNF LLC 446,550$19,023,0498.83%
Compass Ion Advisors, LLC 1,102,715$48,205,2148.27%
View complete list of ISHARES TR shareholders