ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 497 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,422,223 | -60.7% | 78,286 | -57.4% | 0.15% | -19.4% |
| Q2 2023 | $8,704,208 | +91.7% | 183,692 | +99.4% | 0.19% | -3.5% |
| Q1 2023 | $4,540,495 | +105443.8% | 92,100 | +5.7% | 0.20% | +72.2% |
| Q4 2022 | $4,302 | -99.9% | 87,136 | -17.5% | 0.12% | -16.7% |
| Q3 2022 | $5,304,000 | -7.5% | 105,570 | -9.1% | 0.14% | -23.3% |
| Q2 2022 | $5,731,000 | -24.8% | 116,162 | -24.8% | 0.18% | +89.5% |
| Q1 2022 | $7,622,000 | +201.6% | 154,406 | +224.2% | 0.10% | +93.9% |
| Q4 2021 | $2,527,000 | +6.7% | 47,630 | +7.6% | 0.05% | +4.3% |
| Q3 2021 | $2,368,000 | +7.1% | 44,284 | +7.2% | 0.05% | +2.2% |
| Q2 2021 | $2,211,000 | +35.3% | 41,306 | +33.2% | 0.05% | +43.8% |
| Q1 2021 | $1,634,000 | +601.3% | 31,014 | +625.5% | 0.03% | +255.6% |
| Q4 2020 | $233,000 | -6.0% | 4,275 | -5.3% | 0.01% | -40.0% |
| Q3 2020 | $248,000 | +9.7% | 4,516 | +9.3% | 0.02% | -16.7% |
| Q2 2020 | $226,000 | +52.7% | 4,132 | +41.8% | 0.02% | +20.0% |
| Q1 2020 | $148,000 | +184.6% | 2,913 | +187.6% | 0.02% | +275.0% |
| Q4 2019 | $52,000 | -20.0% | 1,013 | -19.4% | 0.00% | 0.0% |
| Q3 2019 | $65,000 | +306.2% | 1,257 | +305.5% | 0.00% | +100.0% |
| Q1 2019 | $16,000 | -85.5% | 310 | -86.1% | 0.00% | -71.4% |
| Q4 2018 | $110,000 | -50.2% | 2,237 | -50.3% | 0.01% | -22.2% |
| Q3 2018 | $221,000 | +7.3% | 4,502 | +8.0% | 0.01% | 0.0% |
| Q2 2018 | $206,000 | +3.0% | 4,168 | +6.1% | 0.01% | 0.0% |
| Q1 2018 | $200,000 | 0.0% | 3,927 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $200,000 | -16.3% | 3,927 | -16.2% | 0.01% | 0.0% |
| Q3 2017 | $239,000 | +66.0% | 4,686 | +65.9% | 0.01% | +50.0% |
| Q2 2017 | $144,000 | +128.6% | 2,825 | +126.4% | 0.01% | +100.0% |
| Q1 2017 | $63,000 | -8.7% | 1,248 | -8.6% | 0.00% | 0.0% |
| Q4 2016 | $69,000 | -25.8% | 1,366 | -23.1% | 0.00% | -40.0% |
| Q3 2016 | $93,000 | -10.6% | 1,777 | +78.6% | 0.01% | -16.7% |
| Q2 2016 | $104,000 | +550.0% | 995 | +221.0% | 0.01% | +200.0% |
| Q1 2016 | $16,000 | – | 310 | – | 0.00% | – |
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% |