ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 623 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 1.13 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,340,910 | +0.1% | 228,680 | +0.9% | 0.28% | -1.4% |
| Q1 2024 | $10,334,296 | -3.4% | 226,679 | -2.4% | 0.28% | -10.4% |
| Q4 2023 | $10,695,750 | +2087.9% | 232,163 | +1976.0% | 0.32% | +1758.8% |
| Q3 2023 | $488,865 | -78.7% | 11,183 | -77.8% | 0.02% | -77.6% |
| Q2 2023 | $2,293,462 | -34.8% | 50,439 | -33.8% | 0.08% | -39.7% |
| Q1 2023 | $3,516,123 | -34.3% | 76,189 | -36.1% | 0.13% | -38.8% |
| Q4 2022 | $5,354,533 | -50.8% | 119,175 | -51.3% | 0.21% | -61.6% |
| Q3 2022 | $10,879,000 | – | 244,463 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Ascent Asset Management, LLC | 674,444 | $35,577,000 | 12.90% |
| Firestone Capital Management | 596,940 | $31,489,000 | 11.19% |
| Onyx Bridge Wealth Group LLC | 383,646 | $20,237,000 | 10.13% |
| R. W. Roge & Company, Inc. | 236,275 | $12,464,000 | 8.42% |
| Tri-Star Advisors Inc. | 326,849 | $17,352,000 | 8.38% |
| Marshall Financial Group, LLC | 242,301 | $12,781,000 | 7.64% |
| SigFig Wealth Management, LLC | 2,231,530 | $117,713,000 | 7.24% |
| Wilshire Advisors LLC | 141,343 | $7,456,000 | 7.04% |
| ONE Advisory Partners, LLC | 203,090 | $10,713,000 | 7.03% |
| Williams Financial, LLC | 144,104 | $7,601,000 | 6.56% |