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 | $4,446 | -16.9% | 101,702 | -13.6% | 1.60% | -23.4% |
| Q2 2023 | $5,353 | -1.5% | 117,724 | 0.0% | 2.09% | -13.0% |
| Q1 2023 | $5,433 | +2.7% | 117,724 | 0.0% | 2.40% | -2.1% |
| Q4 2022 | $5,289 | -99.9% | 117,724 | -35.7% | 2.46% | -52.2% |
| Q3 2022 | $8,151,000 | -5.0% | 183,179 | 0.0% | 5.14% | -3.2% |
| Q2 2022 | $8,576,000 | -4.6% | 183,179 | +1.1% | 5.31% | +18.0% |
| Q1 2022 | $8,991,000 | -6.2% | 181,162 | 0.0% | 4.50% | -6.3% |
| Q4 2021 | $9,589,000 | -1.9% | 181,162 | -1.3% | 4.80% | -1.2% |
| Q3 2021 | $9,771,000 | +1.1% | 183,527 | +1.6% | 4.86% | -9.0% |
| Q2 2021 | $9,667,000 | -7.2% | 180,719 | -8.5% | 5.34% | +12.6% |
| Q1 2021 | $10,421,000 | -1.6% | 197,561 | +1.8% | 4.74% | -4.6% |
| Q4 2020 | $10,590,000 | +0.1% | 194,019 | -0.3% | 4.97% | +25.2% |
| Q3 2020 | $10,581,000 | -52.4% | 194,581 | -52.5% | 3.97% | -69.6% |
| Q2 2020 | $22,245,000 | +19.0% | 409,442 | +15.0% | 13.03% | -27.0% |
| Q1 2020 | $18,695,000 | +77.1% | 356,096 | +75.8% | 17.83% | +216.8% |
| Q4 2019 | $10,555,000 | +84.2% | 202,550 | +85.2% | 5.63% | +43.9% |
| Q3 2019 | $5,731,000 | +89.5% | 109,360 | +86.8% | 3.91% | +73.3% |
| Q2 2019 | $3,025,000 | +3.0% | 58,541 | +0.8% | 2.26% | -9.7% |
| Q1 2019 | $2,938,000 | +841.7% | 58,057 | +817.5% | 2.50% | +765.4% |
| Q2 2018 | $312,000 | -1.3% | 6,328 | 0.0% | 0.29% | +29.6% |
| Q1 2018 | $316,000 | +5.0% | 6,328 | +6.8% | 0.22% | +19.3% |
| Q4 2017 | $301,000 | -0.7% | 5,926 | 0.0% | 0.19% | -7.0% |
| Q3 2017 | $303,000 | -97.6% | 5,926 | -97.6% | 0.20% | -95.0% |
| Q2 2017 | $12,650,000 | +4130.8% | 248,274 | +4089.6% | 4.03% | +1886.7% |
| Q1 2017 | $299,000 | +0.3% | 5,926 | 0.0% | 0.20% | -0.5% |
| Q4 2016 | $298,000 | -95.7% | 5,926 | -95.5% | 0.20% | -91.9% |
| Q3 2016 | $6,900,000 | – | 132,458 | – | 2.51% | – |
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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% |