ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.80 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371,811 | +1.8% | 8,505 | +5.9% | 0.04% | +10.3% |
| Q2 2023 | $365,224 | -22.3% | 8,032 | -21.2% | 0.04% | -15.2% |
| Q1 2023 | $470,117 | +5.9% | 10,187 | +3.1% | 0.05% | +7.0% |
| Q4 2022 | $443,841 | +51.0% | 9,878 | +49.7% | 0.04% | +22.9% |
| Q3 2022 | $294,000 | -11.2% | 6,599 | -6.5% | 0.04% | +6.1% |
| Q2 2022 | $331,000 | -99.8% | 7,060 | +111.9% | 0.03% | +135.7% |
| Q1 2022 | $165,343,000 | -30.7% | 3,332 | -25.6% | 0.01% | -33.3% |
| Q3 2021 | $238,453,000 | +75599.4% | 4,479 | -24.0% | 0.02% | -47.5% |
| Q2 2021 | $315,000 | +11.3% | 5,892 | +8.7% | 0.04% | -18.4% |
| Q4 2019 | $283,000 | – | 5,418 | – | 0.05% | – |
Download | ||||||
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% |