ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| 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% |