ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 456 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $232,262 | -5.8% | 5,321 | -2.1% | 0.02% | -5.9% |
| Q2 2023 | $246,649 | -1.6% | 5,434 | 0.0% | 0.02% | -10.5% |
| Q1 2023 | $250,779 | -4.0% | 5,434 | -6.5% | 0.02% | -9.5% |
| Q4 2022 | $261,133 | +2511.3% | 5,812 | +2991.5% | 0.02% | +2000.0% |
| Q4 2021 | $10,000 | -23.1% | 188 | -24.2% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | 0.0% | 248 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | +8.3% | 248 | +12.2% | 0.00% | -50.0% |
| Q1 2021 | $12,000 | +300.0% | 221 | +268.3% | 0.00% | +100.0% |
| Q4 2020 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | – | 60 | – | 0.00% | – |
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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% |