ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 343 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,154,716 | -3.3% | 1,147,311 | +0.6% | 9.61% | -2.2% |
| Q2 2023 | $51,870,514 | +20.3% | 1,140,763 | +22.1% | 9.82% | +6.2% |
| Q1 2023 | $43,101,129 | +23.4% | 933,936 | +20.1% | 9.24% | +15.3% |
| Q4 2022 | $34,929,378 | +8.3% | 777,418 | +7.2% | 8.02% | +14.0% |
| Q3 2022 | $32,262,000 | -4.5% | 724,993 | +0.5% | 7.03% | -14.0% |
| Q2 2022 | $33,773,000 | +3.1% | 721,344 | +9.3% | 8.18% | +9.1% |
| Q1 2022 | $32,767,000 | +22.2% | 660,217 | +30.3% | 7.50% | +23.9% |
| Q4 2021 | $26,811,000 | +5.2% | 506,545 | +5.8% | 6.06% | -8.1% |
| Q3 2021 | $25,486,000 | +7.1% | 478,700 | +7.6% | 6.59% | +4.3% |
| Q2 2021 | $23,805,000 | +39.6% | 445,031 | +37.6% | 6.32% | +18.5% |
| Q1 2021 | $17,054,000 | – | 323,308 | – | 5.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Williams Financial, LLC | 575,429 | $26,164,751 | 19.51% |
| MCMORGAN & CO LLC | 1,977,443 | $89,914,346 | 16.91% |
| Stone House Investment Management, LLC | 980,266 | $44,572,692 | 16.16% |
| ZRC WEALTH MANAGEMENT, LLC | 402,366 | $18,902,196 | 15.92% |
| High Falls Advisors, Inc | 1,005,004 | $45,697,522 | 13.03% |
| ONE Advisory Partners, LLC | 486,639 | $22,127,458 | 12.45% |
| Copperleaf Capital, LLC | 279,828 | $12,723,784 | 11.92% |
| Keystone Financial Services | 476,707 | $21,675,876 | 11.07% |
| Sharkey, Howes & Javer | 1,140,763 | $51,870,514 | 9.82% |
| TNF LLC | 467,300 | $21,248,116 | 9.27% |