ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.80 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,489,914 | -10.8% | 56,958 | -7.2% | 0.96% | -18.4% |
| Q2 2023 | $2,791,098 | -4.1% | 61,383 | -2.6% | 1.17% | +6.2% |
| Q1 2023 | $2,909,383 | -28.2% | 63,042 | -30.1% | 1.10% | -40.1% |
| Q4 2022 | $4,052,010 | -3.3% | 90,185 | -4.3% | 1.84% | -7.6% |
| Q3 2022 | $4,190,000 | -5.1% | 94,235 | +0.0% | 2.00% | +17.2% |
| Q2 2022 | $4,416,000 | -13.2% | 94,234 | -8.0% | 1.70% | -9.7% |
| Q1 2022 | $5,086,000 | -6.6% | 102,415 | -0.6% | 1.88% | +0.8% |
| Q4 2021 | $5,448,000 | -0.7% | 102,985 | +0.0% | 1.87% | +12.7% |
| Q3 2021 | $5,486,000 | -1.4% | 102,983 | -1.0% | 1.66% | -4.9% |
| Q2 2021 | $5,562,000 | – | 104,011 | – | 1.74% | – |
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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% |