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 | $5,593,135 | +8.2% | 127,945 | +12.6% | 0.78% | +1.8% |
| Q2 2023 | $5,167,213 | -36.3% | 113,640 | -35.4% | 0.76% | -36.5% |
| Q1 2023 | $8,116,301 | +52.4% | 175,868 | +48.4% | 1.20% | +46.5% |
| Q4 2022 | $5,325,337 | +3.6% | 118,525 | +2.6% | 0.82% | +5.4% |
| Q3 2022 | $5,141,000 | -3.9% | 115,530 | +1.1% | 0.78% | 0.0% |
| Q2 2022 | $5,350,000 | +6.2% | 114,281 | +8.2% | 0.78% | +9.7% |
| Q1 2022 | $5,037,000 | +66.3% | 105,667 | +84.7% | 0.71% | +64.5% |
| Q4 2021 | $3,028,000 | +4.3% | 57,211 | +4.9% | 0.43% | +1.9% |
| Q3 2021 | $2,904,000 | +1.1% | 54,554 | +1.6% | 0.42% | -0.9% |
| Q2 2021 | $2,873,000 | +94.1% | 53,718 | +91.5% | 0.43% | +78.7% |
| Q1 2021 | $1,480,000 | – | 28,057 | – | 0.24% | – |
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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% |