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 | $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 | 552,421 | $25,494,230 | 19.90% |
| ZRC WEALTH MANAGEMENT, LLC | 376,827 | $17,390,577 | 15.92% |
| Stone House Investment Management, LLC | 924,482 | $42,664,834 | 14.42% |
| High Falls Advisors, Inc | 1,005,368 | $46,397,734 | 13.81% |
| MCMORGAN & CO LLC | 1,339,996 | $61,840,818 | 12.73% |
| ONE Advisory Partners, LLC | 468,953 | $21,642,194 | 12.73% |
| Keystone Financial Services | 463,902 | $21,409,080 | 11.47% |
| Copperleaf Capital, LLC | 245,381 | $11,324,329 | 11.26% |
| TNF LLC | 455,197 | $21,052,871 | 9.47% |
| JB Capital LLC | 2,203,547 | $101,693,737 | 9.28% |