ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 3.48 and the average weighting 1.0%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Williams Financial, LLC | 552,421 | $25,494,230 | 19.90% |
| ZRC WEALTH MANAGEMENT, LLC | 376,827 | $17,390,577 | 15.92% |
| Stone House Investment Management, LLC | 924,482 | $42,664,834 | 14.42% |
| High Falls Advisors, Inc | 1,005,368 | $46,397,734 | 13.81% |
| MCMORGAN & CO LLC | 1,339,996 | $61,840,818 | 12.73% |
| ONE Advisory Partners, LLC | 468,953 | $21,642,194 | 12.73% |
| Keystone Financial Services | 463,902 | $21,409,080 | 11.47% |
| Copperleaf Capital, LLC | 245,381 | $11,324,329 | 11.26% |
| TNF LLC | 455,197 | $21,052,871 | 9.47% |
| JB Capital LLC | 2,203,547 | $101,693,737 | 9.28% |