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 | $870,235 | -6.4% | 19,907 | -2.6% | 0.14% | -6.0% |
| Q2 2023 | $929,589 | -49.0% | 20,444 | -48.3% | 0.15% | -55.2% |
| Q1 2023 | $1,824,263 | +306.2% | 39,529 | +295.5% | 0.34% | +274.4% |
| Q4 2022 | $449,075 | -24.8% | 9,995 | -25.4% | 0.09% | -30.2% |
| Q3 2022 | $597,000 | -39.0% | 13,406 | -35.9% | 0.13% | -39.7% |
| Q2 2022 | $979,000 | +0.6% | 20,908 | +6.7% | 0.21% | +18.2% |
| Q1 2022 | $973,000 | +6.2% | 19,604 | +13.3% | 0.18% | +7.7% |
| Q4 2021 | $916,000 | +57.9% | 17,305 | +58.8% | 0.17% | +46.1% |
| Q3 2021 | $580,000 | – | 10,895 | – | 0.12% | – |
Download | ||||||
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% |