ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $72,270 | -66.3% | 1,653 | -64.9% | 0.01% | -70.4% |
| Q2 2023 | $214,394 | -0.6% | 4,715 | +0.9% | 0.03% | +17.4% |
| Q1 2023 | $215,767 | -15.2% | 4,675 | -17.4% | 0.02% | -20.7% |
| Q4 2022 | $254,420 | -53.0% | 5,663 | -53.4% | 0.03% | -51.7% |
| Q3 2022 | $541,000 | -18.8% | 12,149 | -14.6% | 0.06% | -14.3% |
| Q2 2022 | $666,000 | -5.3% | 14,220 | +0.4% | 0.07% | +6.1% |
| Q1 2022 | $703,000 | -32.2% | 14,162 | -27.7% | 0.07% | -30.5% |
| Q4 2021 | $1,037,000 | -0.2% | 19,591 | +0.4% | 0.10% | -2.1% |
| Q3 2021 | $1,039,000 | +12.4% | 19,507 | +12.9% | 0.10% | +11.5% |
| Q2 2021 | $924,000 | -8.5% | 17,282 | -9.7% | 0.09% | -17.1% |
| Q1 2021 | $1,010,000 | -6.7% | 19,141 | -3.5% | 0.10% | -14.6% |
| Q4 2020 | $1,083,000 | +2.1% | 19,837 | +1.7% | 0.12% | -15.2% |
| Q3 2020 | $1,061,000 | -1.8% | 19,502 | -1.9% | 0.14% | -8.8% |
| Q2 2020 | $1,080,000 | +1.6% | 19,870 | -1.9% | 0.16% | -14.5% |
| Q1 2020 | $1,063,000 | -0.8% | 20,250 | -1.6% | 0.19% | +3.3% |
| Q4 2019 | $1,072,000 | +0.6% | 20,576 | +1.2% | 0.18% | -6.7% |
| Q3 2019 | $1,066,000 | -2.4% | 20,335 | -3.8% | 0.19% | -4.9% |
| Q2 2019 | $1,092,000 | -22.9% | 21,140 | -24.4% | 0.20% | -26.4% |
| Q1 2019 | $1,416,000 | -3.4% | 27,980 | -6.0% | 0.28% | -17.6% |
| Q4 2018 | $1,466,000 | – | 29,767 | – | 0.34% | – |
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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% |