ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 18 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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% | – |
Download | ||||||
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% |