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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,815 | +0.8% | 5,715 | +4.8% | 0.05% | -15.8% |
| Q2 2023 | $247,861 | -9.6% | 5,451 | -8.2% | 0.06% | -8.1% |
| Q1 2023 | $274,131 | +11.2% | 5,940 | +8.2% | 0.06% | -66.3% |
| Q4 2022 | $246,621 | -95.2% | 5,489 | -95.2% | 0.18% | -96.2% |
| Q3 2022 | $5,113,000 | -0.6% | 114,904 | +4.6% | 4.82% | +24.8% |
| Q2 2022 | $5,142,000 | -7.8% | 109,828 | -2.2% | 3.86% | +24.8% |
| Q1 2022 | $5,574,000 | -42.2% | 112,313 | -38.3% | 3.10% | +71.7% |
| Q4 2021 | $9,642,000 | +0.1% | 182,172 | +0.7% | 1.80% | -65.1% |
| Q3 2021 | $9,629,000 | +28.6% | 180,869 | +29.2% | 5.16% | +29.4% |
| Q2 2021 | $7,487,000 | -1.1% | 139,973 | -2.5% | 3.99% | +6.9% |
| Q1 2021 | $7,573,000 | – | 143,555 | – | 3.73% | – |
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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% |