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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,666,592 | -6.7% | 747,263 | -3.0% | 0.54% | -5.8% |
| Q2 2023 | $35,017,299 | -1.2% | 770,119 | +0.3% | 0.57% | -5.9% |
| Q1 2023 | $35,446,922 | -9.6% | 768,081 | -12.0% | 0.61% | -14.7% |
| Q4 2022 | $39,203,362 | -12.8% | 872,543 | -13.6% | 0.71% | -24.1% |
| Q3 2022 | $44,961,000 | +58.6% | 1,010,362 | +66.9% | 0.94% | +58.5% |
| Q2 2022 | $28,351,000 | +13.6% | 605,534 | +20.4% | 0.59% | +5.7% |
| Q1 2022 | $24,961,000 | +35.0% | 502,945 | +44.0% | 0.56% | +37.2% |
| Q4 2021 | $18,486,000 | +486.3% | 349,256 | +489.7% | 0.41% | +529.2% |
| Q3 2021 | $3,153,000 | +6.8% | 59,224 | +7.4% | 0.06% | -16.7% |
| Q2 2021 | $2,951,000 | +21.5% | 55,165 | +19.8% | 0.08% | +34.5% |
| Q1 2021 | $2,429,000 | +60.6% | 46,043 | +66.2% | 0.06% | +28.9% |
| Q4 2020 | $1,512,000 | +327.1% | 27,708 | +310.7% | 0.04% | +200.0% |
| Q1 2020 | $354,000 | – | 6,746 | – | 0.02% | – |
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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% |