ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 394 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,046,899 | +4.1% | 23,948 | +8.3% | 0.22% | +11.3% |
| Q2 2023 | $1,005,209 | +0.6% | 22,107 | +2.1% | 0.20% | -3.5% |
| Q1 2023 | $999,664 | +3.4% | 21,661 | +0.7% | 0.20% | -4.7% |
| Q4 2022 | $966,926 | +58.3% | 21,521 | +65.0% | 0.21% | +46.2% |
| Q3 2022 | $611,000 | -23.4% | 13,045 | -23.5% | 0.14% | -19.0% |
| Q2 2022 | $798,000 | +37.8% | 17,044 | +46.1% | 0.18% | +51.7% |
| Q1 2022 | $579,000 | -2.5% | 11,662 | +3.8% | 0.12% | +15.7% |
| Q4 2021 | $594,000 | +33.8% | 11,231 | +34.7% | 0.10% | +25.9% |
| Q3 2021 | $444,000 | +10.4% | 8,340 | +10.9% | 0.08% | +12.5% |
| Q2 2021 | $402,000 | +3.1% | 7,521 | +1.6% | 0.07% | -6.5% |
| Q1 2021 | $390,000 | +2.1% | 7,402 | +5.7% | 0.08% | -3.8% |
| Q4 2020 | $382,000 | +28.6% | 7,000 | +28.0% | 0.08% | +11.1% |
| Q3 2020 | $297,000 | – | 5,470 | – | 0.07% | – |
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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% |