ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,301,503 | -6.4% | 52,647 | -2.6% | 0.23% | +15.3% |
| Q2 2023 | $2,457,808 | -77.1% | 54,053 | -76.8% | 0.20% | -81.5% |
| Q1 2023 | $10,743,503 | +49.1% | 232,795 | +45.2% | 1.09% | +70.8% |
| Q4 2022 | $7,203,813 | -24.1% | 160,334 | -24.8% | 0.64% | -29.6% |
| Q3 2022 | $9,491,000 | +40.1% | 213,277 | +48.3% | 0.91% | +44.7% |
| Q2 2022 | $6,775,000 | -25.4% | 143,774 | -21.4% | 0.63% | -10.3% |
| Q1 2022 | $9,081,000 | -0.7% | 182,979 | +5.9% | 0.70% | -3.5% |
| Q4 2021 | $9,142,000 | +13.2% | 172,723 | +13.8% | 0.72% | -1.4% |
| Q3 2021 | $8,078,000 | +4.1% | 151,720 | +4.6% | 0.73% | +1.8% |
| Q2 2021 | $7,759,000 | +28.0% | 145,047 | +26.3% | 0.72% | +19.4% |
| Q1 2021 | $6,060,000 | – | 114,888 | – | 0.60% | – |
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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% |