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 | $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 ↓ |
|---|---|---|---|
| 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% |