ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 3.48 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $202,408 | -25.9% | 4,630 | -23.0% | 0.03% | -24.3% |
| Q2 2023 | $273,296 | -39.5% | 6,010 | -38.6% | 0.04% | -40.3% |
| Q1 2023 | $451,636 | +22.1% | 9,786 | +18.9% | 0.06% | +14.8% |
| Q4 2022 | $369,864 | +46.2% | 8,232 | +45.0% | 0.05% | +35.0% |
| Q3 2022 | $253,000 | -8.0% | 5,679 | -3.4% | 0.04% | -2.4% |
| Q2 2022 | $275,000 | -17.4% | 5,879 | -12.4% | 0.04% | -8.9% |
| Q1 2022 | $333,000 | -8.3% | 6,710 | -2.2% | 0.04% | -8.2% |
| Q4 2021 | $363,000 | +32.0% | 6,862 | +32.8% | 0.05% | +19.5% |
| Q3 2021 | $275,000 | +29.7% | 5,166 | +30.4% | 0.04% | +28.1% |
| Q2 2021 | $212,000 | – | 3,961 | – | 0.03% | – |
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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% |