ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 243 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,535 | +14.7% | 80,868 | +19.3% | 0.20% | +15.2% |
| Q2 2023 | $3,081 | -0.5% | 67,762 | +1.0% | 0.17% | -3.4% |
| Q1 2023 | $3,097 | +24.2% | 67,104 | +20.9% | 0.18% | +16.4% |
| Q4 2022 | $2,493 | -99.8% | 55,482 | +63.2% | 0.15% | +46.2% |
| Q3 2022 | $1,513,000 | +51.9% | 33,993 | +59.7% | 0.10% | +50.7% |
| Q2 2022 | $996,000 | +99500.0% | 21,280 | +106300.0% | 0.07% | – |
| Q3 2021 | $1,000 | -90.0% | 20 | -89.3% | 0.00% | -100.0% |
| Q3 2020 | $10,000 | 0.0% | 187 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | -50.0% | 187 | -50.0% | 0.00% | -50.0% |
| Q1 2020 | $20,000 | +5.3% | 374 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $19,000 | 0.0% | 374 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $19,000 | – | 374 | – | 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% |