ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 394 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,536,443 | -2.9% | 35,147 | +1.0% | 0.89% | +5.1% |
| Q2 2023 | $1,582,220 | +28.3% | 34,797 | +30.3% | 0.85% | +25.4% |
| Q1 2023 | $1,232,856 | +5.7% | 26,714 | +2.9% | 0.68% | +1.2% |
| Q4 2022 | $1,166,108 | +42.6% | 25,954 | +41.1% | 0.67% | +49.0% |
| Q3 2022 | $818,000 | +309.0% | 18,388 | +386.5% | 0.45% | +404.5% |
| Q4 2021 | $200,000 | 0.0% | 3,780 | +0.6% | 0.09% | -7.3% |
| Q3 2021 | $200,000 | – | 3,759 | – | 0.10% | – |
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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% |