ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 456 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $247,363 | -47.8% | 5,505 | -48.3% | 0.01% | -53.8% |
| Q3 2022 | $474,000 | -29.9% | 10,649 | -26.3% | 0.01% | -23.5% |
| Q2 2022 | $676,000 | +25.9% | 14,440 | +33.6% | 0.02% | +41.7% |
| Q1 2022 | $537,000 | +45.9% | 10,812 | +55.5% | 0.01% | +50.0% |
| Q4 2021 | $368,000 | +3.1% | 6,954 | +3.6% | 0.01% | -11.1% |
| Q3 2021 | $357,000 | +14.4% | 6,710 | +15.2% | 0.01% | +12.5% |
| Q2 2021 | $312,000 | +20.0% | 5,826 | +18.4% | 0.01% | +14.3% |
| Q1 2021 | $260,000 | -4.1% | 4,921 | -0.8% | 0.01% | -12.5% |
| Q4 2020 | $271,000 | +19.4% | 4,959 | +18.6% | 0.01% | +14.3% |
| Q3 2020 | $227,000 | -1.7% | 4,181 | -1.8% | 0.01% | -12.5% |
| Q2 2020 | $231,000 | -3.3% | 4,258 | -6.5% | 0.01% | -27.3% |
| Q1 2020 | $239,000 | +16.6% | 4,555 | +15.7% | 0.01% | +37.5% |
| Q4 2019 | $205,000 | +97.1% | 3,936 | +85.7% | 0.01% | +60.0% |
| Q3 2018 | $104,000 | +205.9% | 2,119 | +211.2% | 0.01% | +400.0% |
| Q1 2018 | $34,000 | -37.0% | 681 | -36.3% | 0.00% | -50.0% |
| Q4 2017 | $54,000 | – | 1,069 | – | 0.00% | – |
Download | ||||||
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% |