ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 243 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,065,211 | +40.0% | 44,828 | +32.8% | 0.21% | +24.0% |
| Q3 2023 | $1,475,323 | -2.7% | 33,749 | +1.2% | 0.17% | -20.1% |
| Q2 2023 | $1,516,000 | -19.7% | 33,341 | -18.5% | 0.21% | -0.5% |
| Q1 2023 | $1,887,141 | +5.9% | 40,891 | +4.6% | 0.22% | +72.0% |
| Q4 2022 | $1,782,389 | -8.1% | 39,096 | -4.0% | 0.12% | -7.4% |
| Q1 2022 | $1,940,000 | -4.8% | 40,722 | +3.5% | 0.14% | +0.7% |
| Q4 2021 | $2,038,000 | -1.2% | 39,347 | +1.2% | 0.13% | -2.2% |
| Q3 2021 | $2,062,000 | +60.5% | 38,866 | +62.0% | 0.14% | +52.2% |
| Q2 2021 | $1,285,000 | +50.8% | 23,996 | +49.5% | 0.09% | +36.4% |
| Q1 2021 | $852,000 | +5.3% | 16,046 | +7.2% | 0.07% | -4.3% |
| Q4 2020 | $809,000 | +11.1% | 14,967 | +11.6% | 0.07% | -2.8% |
| Q3 2020 | $728,000 | +35.8% | 13,406 | +36.5% | 0.07% | +26.8% |
| Q2 2020 | $536,000 | – | 9,821 | – | 0.06% | – |
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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% |