ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 497 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.1%.
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% | – |
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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% |