ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 93 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $9,992,000 | -39.6% | 213,431 | -37.5% | 4.48% | -32.4% |
| Q1 2022 | $16,530,000 | +662.5% | 341,240 | +733.0% | 6.63% | +732.5% |
| Q4 2021 | $2,168,000 | +130.6% | 40,967 | +127.1% | 0.80% | +78.1% |
| Q4 2019 | $940,000 | +3.0% | 18,038 | +3.5% | 0.45% | -2.6% |
| Q3 2019 | $913,000 | -10.0% | 17,429 | -11.2% | 0.46% | -9.3% |
| Q2 2019 | $1,015,000 | +5.4% | 19,631 | +3.2% | 0.51% | +3.9% |
| Q1 2019 | $963,000 | -4.9% | 19,023 | -7.5% | 0.49% | -14.3% |
| Q4 2018 | $1,013,000 | -19.0% | 20,563 | -19.2% | 0.57% | -8.1% |
| Q3 2018 | $1,251,000 | +67.2% | 25,453 | +67.9% | 0.62% | +56.5% |
| Q2 2018 | $748,000 | – | 15,162 | – | 0.40% | – |
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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% |