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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,547,000 | -26.7% | 33,037 | -16.3% | 0.81% | -85.0% |
| Q2 2021 | $2,111,000 | -71.7% | 39,457 | -72.1% | 5.40% | -23.3% |
| Q1 2021 | $7,456,000 | +3.0% | 141,343 | +6.6% | 7.04% | +2.5% |
| Q4 2020 | $7,239,000 | +2.4% | 132,625 | +2.1% | 6.87% | -4.4% |
| Q3 2020 | $7,067,000 | +35.9% | 129,954 | +35.8% | 7.19% | +31.5% |
| Q2 2020 | $5,199,000 | -33.2% | 95,685 | -35.4% | 5.46% | -35.5% |
| Q1 2020 | $7,782,000 | -16.6% | 148,220 | -17.2% | 8.48% | +2.4% |
| Q4 2019 | $9,329,000 | -2.0% | 179,033 | -1.4% | 8.28% | -2.5% |
| Q3 2019 | $9,516,000 | -3.7% | 181,574 | -5.0% | 8.49% | -2.9% |
| Q2 2019 | $9,877,000 | – | 191,107 | – | 8.74% | – |
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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% |