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 | $14,601 | -3.9% | 334 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $15,187 | +11.2% | 334 | +12.8% | 0.00% | 0.0% |
| Q1 2023 | $13,661 | +2.7% | 296 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $13,299 | +2.3% | 296 | 0.0% | 0.00% | +33.3% |
| Q3 2022 | $13,000 | -7.1% | 296 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $14,000 | -6.7% | 296 | -6.6% | 0.00% | +33.3% |
| Q1 2022 | $15,000 | +7.1% | 317 | +18.7% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | 0.0% | 267 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $14,000 | 0.0% | 267 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $14,000 | 0.0% | 267 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | -6.7% | 267 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $15,000 | 0.0% | 267 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $15,000 | 0.0% | 267 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $15,000 | +7.1% | 267 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $14,000 | -6.7% | 267 | -6.0% | 0.01% | +25.0% |
| Q4 2019 | $15,000 | +87.5% | 284 | +76.4% | 0.00% | +33.3% |
| Q4 2018 | $8,000 | 0.0% | 161 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $8,000 | – | 161 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Firestone Capital Management | 608,771 | $33,105,000 | 14.82% |
| First Ascent Asset Management, LLC | 453,932 | $24,685,000 | 13.39% |
| Old North State Trust, LLC | 231,663 | $12,598,000 | 8.48% |
| Wilshire Advisors LLC | 129,954 | $7,067,000 | 7.19% |
| CORRADO ADVISORS, LLC | 153,578 | $8,351,000 | 6.94% |
| JACOBSON & SCHMITT ADVISORS, LLC | 326,026 | $17,729,000 | 6.75% |
| R. W. Roge & Company, Inc. | 160,828 | $8,749,000 | 6.73% |
| Karp Capital Management Corp | 316,474 | $17,210,000 | 4.21% |
| Clearshares LLC | 88,518 | $4,814,000 | 4.17% |
| AGILIS PARTNERS LLC | 194,581 | $10,581,000 | 3.97% |