ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 243 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,283 | -35.4% | 281 | -32.8% | 0.00% | 0.0% |
| Q2 2023 | $19,006 | -1.5% | 418 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $19,290 | -55.3% | 418 | -56.5% | 0.00% | -66.7% |
| Q4 2022 | $43,147 | -75.1% | 960 | -75.3% | 0.00% | -78.6% |
| Q3 2022 | $173,000 | +183.6% | 3,891 | +196.8% | 0.01% | +133.3% |
| Q2 2022 | $61,000 | -4.7% | 1,311 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $64,000 | -23.8% | 1,304 | -18.7% | 0.01% | -14.3% |
| Q4 2021 | $84,000 | -8.7% | 1,604 | -7.2% | 0.01% | -12.5% |
| Q3 2021 | $92,000 | +31.4% | 1,729 | +31.5% | 0.01% | +14.3% |
| Q2 2021 | $70,000 | +75.0% | 1,315 | +72.1% | 0.01% | +75.0% |
| Q1 2021 | $40,000 | -2.4% | 764 | +0.4% | 0.00% | -20.0% |
| Q4 2020 | $41,000 | 0.0% | 761 | +0.9% | 0.01% | -16.7% |
| Q3 2020 | $41,000 | +2.5% | 754 | +0.5% | 0.01% | 0.0% |
| Q2 2020 | $40,000 | – | 750 | – | 0.01% | – |
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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% |