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 | $18,775,437 | -10.9% | 440,738 | -6.4% | 0.41% | -2.8% |
| Q2 2023 | $21,068,571 | -3.2% | 470,911 | -0.9% | 0.42% | 0.0% |
| Q1 2023 | $21,764,606 | +25.5% | 475,106 | +25.7% | 0.42% | +20.8% |
| Q4 2022 | $17,347,905 | +45.1% | 378,115 | +39.5% | 0.35% | +27.2% |
| Q3 2022 | $11,954,000 | -7.7% | 271,126 | -2.3% | 0.28% | -3.5% |
| Q2 2022 | $12,945,000 | -12.3% | 277,487 | -9.1% | 0.29% | -1.0% |
| Q1 2022 | $14,760,000 | +18.5% | 305,154 | +27.8% | 0.29% | +34.4% |
| Q4 2021 | $12,459,000 | -39.9% | 238,762 | -38.8% | 0.22% | -42.4% |
| Q3 2021 | $20,722,000 | +28.0% | 390,169 | +28.9% | 0.37% | +28.6% |
| Q2 2021 | $16,191,000 | +17.3% | 302,640 | +15.7% | 0.29% | -45.2% |
| Q1 2021 | $13,799,000 | – | 261,600 | – | 0.53% | – |
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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% |