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 | $1,921,401 | -14.0% | 44,245 | -10.0% | 1.73% | -16.1% |
| Q2 2023 | $2,234,577 | -0.0% | 49,144 | +1.5% | 2.06% | -22.2% |
| Q1 2023 | $2,234,654 | +22.8% | 48,419 | +19.5% | 2.65% | +63.5% |
| Q4 2022 | $1,819,732 | +7.3% | 40,502 | +6.2% | 1.62% | -14.7% |
| Q3 2022 | $1,696,000 | -19.1% | 38,121 | -14.8% | 1.90% | -39.9% |
| Q2 2022 | $2,096,000 | -13.7% | 44,759 | -8.5% | 3.16% | +96.0% |
| Q1 2022 | $2,428,000 | -48.5% | 48,925 | -45.1% | 1.61% | -42.7% |
| Q4 2021 | $4,714,000 | +1.7% | 89,072 | +2.3% | 2.81% | +5.2% |
| Q3 2021 | $4,634,000 | +3.2% | 87,038 | +3.7% | 2.67% | +6.0% |
| Q2 2021 | $4,491,000 | +20.5% | 83,953 | +18.8% | 2.52% | +17.4% |
| Q1 2021 | $3,728,000 | – | 70,680 | – | 2.15% | – |
Download | ||||||
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% |