ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,373,000 | +62.1% | 191,539 | +68.6% | 0.52% | +82.3% |
| Q2 2023 | $5,165,000 | +267378.0% | 113,591 | +171.4% | 0.29% | +93.3% |
| Q1 2023 | $1,931 | +8.8% | 41,853 | +5.9% | 0.15% | +29.6% |
| Q4 2022 | $1,775 | -99.9% | 39,511 | +26.8% | 0.12% | -17.9% |
| Q3 2022 | $1,387,000 | +4.3% | 31,170 | +24.1% | 0.14% | +84.2% |
| Q4 2021 | $1,330,000 | +28.5% | 25,119 | +29.2% | 0.08% | +8.6% |
| Q3 2021 | $1,035,000 | -20.6% | 19,439 | -20.2% | 0.07% | -18.6% |
| Q2 2021 | $1,303,000 | -9.2% | 24,369 | -9.7% | 0.09% | +72.0% |
| Q1 2021 | $1,435,000 | +396.5% | 26,990 | +409.7% | 0.05% | +316.7% |
| Q4 2020 | $289,000 | +33.2% | 5,295 | +32.4% | 0.01% | +9.1% |
| Q3 2020 | $217,000 | +33.1% | 3,998 | +33.4% | 0.01% | +22.2% |
| Q2 2020 | $163,000 | +17.3% | 2,996 | +13.5% | 0.01% | -10.0% |
| Q1 2020 | $139,000 | +2.2% | 2,640 | +1.3% | 0.01% | 0.0% |
| Q4 2019 | $136,000 | -3.5% | 2,605 | -2.9% | 0.01% | -16.7% |
| Q3 2019 | $141,000 | – | 2,682 | – | 0.01% | – |
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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% |