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 | $292,016 | -3.9% | 6,680 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $303,740 | -1.5% | 6,680 | 0.0% | 0.05% | -10.9% |
| Q1 2023 | $308,282 | +10.8% | 6,680 | +7.9% | 0.06% | +3.8% |
| Q4 2022 | $278,251 | -72.2% | 6,193 | -72.5% | 0.05% | -74.9% |
| Q3 2022 | $1,001,000 | -4.4% | 22,485 | +0.6% | 0.21% | -5.4% |
| Q2 2022 | $1,047,000 | -5.6% | 22,355 | 0.0% | 0.22% | +6.7% |
| Q1 2022 | $1,109,000 | -6.3% | 22,355 | 0.0% | 0.21% | -8.3% |
| Q4 2021 | $1,183,000 | -0.6% | 22,355 | 0.0% | 0.23% | -6.6% |
| Q3 2021 | $1,190,000 | – | 22,355 | – | 0.24% | – |
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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% |