ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 3.48 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,878,194 | -7.1% | 134,466 | -3.3% | 0.21% | -2.7% |
| Q2 2023 | $6,325,046 | +2.2% | 139,102 | +3.7% | 0.22% | -0.9% |
| Q1 2023 | $6,191,664 | +13.9% | 134,163 | +10.9% | 0.22% | +10.5% |
| Q4 2022 | $5,437,623 | +36.2% | 121,023 | +34.9% | 0.20% | +25.0% |
| Q3 2022 | $3,991,000 | +7.7% | 89,718 | +13.3% | 0.16% | +21.2% |
| Q2 2022 | $3,707,000 | +29.3% | 79,188 | +46.1% | 0.13% | +51.7% |
| Q4 2021 | $2,868,000 | +42.3% | 54,204 | +43.1% | 0.09% | +31.8% |
| Q3 2021 | $2,016,000 | +5.4% | 37,888 | +5.9% | 0.07% | -35.9% |
| Q2 2021 | $1,913,000 | +65.1% | 35,785 | +62.8% | 0.10% | +53.7% |
| Q1 2021 | $1,159,000 | – | 21,980 | – | 0.07% | – |
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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% |