ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 3.48 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,584,909 | +7.4% | 59,131 | +11.7% | 0.95% | +10.5% |
| Q2 2023 | $2,407,267 | +2.2% | 52,942 | +3.7% | 0.86% | -3.3% |
| Q1 2023 | $2,356,184 | +1.6% | 51,055 | -1.1% | 0.89% | -8.5% |
| Q4 2022 | $2,318,492 | -26.7% | 51,602 | -27.4% | 0.98% | -30.3% |
| Q3 2022 | $3,164,000 | -5.1% | 71,109 | -0.1% | 1.40% | -2.7% |
| Q2 2022 | $3,333,000 | +4.5% | 71,195 | +10.8% | 1.44% | +19.8% |
| Q1 2022 | $3,188,000 | -58.5% | 64,230 | -55.8% | 1.20% | -59.0% |
| Q4 2021 | $7,685,000 | +2.9% | 145,183 | +3.5% | 2.93% | -2.2% |
| Q3 2021 | $7,470,000 | -19.6% | 140,301 | -19.2% | 3.00% | -20.3% |
| Q2 2021 | $9,286,000 | +24.7% | 173,610 | +23.0% | 3.76% | +14.0% |
| Q1 2021 | $7,446,000 | +6.1% | 141,151 | +9.8% | 3.30% | +2.2% |
| Q4 2020 | $7,015,000 | +1.8% | 128,521 | +1.4% | 3.22% | -10.5% |
| Q3 2020 | $6,893,000 | +3.5% | 126,750 | +3.4% | 3.60% | -0.9% |
| Q2 2020 | $6,657,000 | +1.1% | 122,533 | -2.3% | 3.63% | -13.6% |
| Q1 2020 | $6,583,000 | -5.2% | 125,400 | -5.9% | 4.21% | +14.7% |
| Q4 2019 | $6,947,000 | +1.6% | 133,323 | +2.2% | 3.67% | -6.5% |
| Q3 2019 | $6,836,000 | -49.4% | 130,439 | -50.6% | 3.92% | -45.5% |
| Q2 2019 | $13,517,000 | +102.0% | 264,311 | +99.9% | 7.20% | +77.9% |
| Q1 2019 | $6,691,000 | +4.6% | 132,227 | +1.8% | 4.04% | -5.4% |
| Q4 2018 | $6,399,000 | +1887.3% | 129,934 | +1880.1% | 4.28% | +2082.1% |
| Q3 2018 | $322,000 | +16.2% | 6,562 | +16.9% | 0.20% | +9.5% |
| Q2 2018 | $277,000 | +15.4% | 5,614 | +16.9% | 0.18% | +12.6% |
| Q1 2018 | $240,000 | -10.8% | 4,802 | -9.1% | 0.16% | -12.2% |
| Q4 2017 | $269,000 | – | 5,280 | – | 0.18% | – |
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% |