ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 3.48 and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| 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% |