ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 460 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,747,706 | +76673.0% | 62,855 | -20.1% | 0.48% | +50.6% |
Q2 2023 | $3,579 | -2.7% | 78,706 | -1.3% | 0.32% | +5.7% |
Q1 2023 | $3,679 | -100.0% | 79,710 | +42.9% | 0.30% | +36.5% |
Q4 2022 | $2,506,215,020 | +171794.0% | 55,780 | +70.2% | 0.22% | +53.1% |
Q3 2022 | $1,458,000 | +256.5% | 32,770 | +297.9% | 0.14% | +320.6% |
Q1 2022 | $409,000 | – | 8,235 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Tri-Star Advisors Inc. | 465,104 | $24,748,000 | 10.87% |
Firestone Capital Management | 601,137 | $32,155,000 | 10.64% |
First Ascent Asset Management, LLC | 899,864 | $47,909,000 | 10.64% |
Williams Financial, LLC | 209,495 | $11,154,000 | 9.65% |
R. W. Roge & Company, Inc. | 267,725 | $14,176,000 | 8.40% |
MCMORGAN & CO LLC | 778,751 | $41,461,000 | 8.32% |
ONE Advisory Partners, LLC | 237,025 | $12,619,000 | 7.83% |
High Falls Advisors, Inc | 540,099 | $28,755,000 | 7.81% |
SigFig Wealth Management, LLC | 2,595,464 | $138,183,000 | 6.93% |
JACOBSON & SCHMITT ADVISORS, LLC | 465,331 | $24,774,000 | 6.83% |