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 ↓ |
|---|---|---|---|
| Williams Financial, LLC | 552,421 | $25,494,230 | 19.90% |
| ZRC WEALTH MANAGEMENT, LLC | 376,827 | $17,390,577 | 15.92% |
| Stone House Investment Management, LLC | 924,482 | $42,664,834 | 14.42% |
| High Falls Advisors, Inc | 1,005,368 | $46,397,734 | 13.81% |
| MCMORGAN & CO LLC | 1,339,996 | $61,840,818 | 12.73% |
| ONE Advisory Partners, LLC | 468,953 | $21,642,194 | 12.73% |
| Keystone Financial Services | 463,902 | $21,409,080 | 11.47% |
| Copperleaf Capital, LLC | 245,381 | $11,324,329 | 11.26% |
| TNF LLC | 455,197 | $21,052,871 | 9.47% |
| JB Capital LLC | 2,203,547 | $101,693,737 | 9.28% |