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 | $2,147,696 | -2.3% | 49,129 | +1.6% | 0.35% | -2.0% |
| Q2 2023 | $2,199,231 | -6.8% | 48,367 | -5.4% | 0.36% | -8.0% |
| Q1 2023 | $2,360,133 | +77.9% | 51,140 | +73.2% | 0.39% | +76.8% |
| Q4 2022 | $1,326,751 | -1.9% | 29,529 | -2.9% | 0.22% | -8.3% |
| Q3 2022 | $1,353,000 | -12.3% | 30,402 | -7.7% | 0.24% | -9.8% |
| Q2 2022 | $1,542,000 | -7.4% | 32,934 | -1.8% | 0.27% | +1.9% |
| Q1 2022 | $1,665,000 | -6.0% | 33,552 | +0.3% | 0.26% | -5.4% |
| Q4 2021 | $1,771,000 | -3.6% | 33,455 | -3.0% | 0.28% | -6.1% |
| Q3 2021 | $1,837,000 | -3.3% | 34,507 | -2.9% | 0.29% | -6.1% |
| Q2 2021 | $1,900,000 | -0.9% | 35,524 | -2.3% | 0.31% | -15.6% |
| Q1 2021 | $1,918,000 | -44.6% | 36,356 | -42.7% | 0.37% | -49.0% |
| Q4 2020 | $3,462,000 | +2.6% | 63,433 | +2.2% | 0.73% | -7.4% |
| Q3 2020 | $3,374,000 | -3.3% | 62,040 | -3.4% | 0.78% | +8.7% |
| Q2 2020 | $3,488,000 | +6.7% | 64,198 | +3.1% | 0.72% | -4.1% |
| Q1 2020 | $3,268,000 | +0.3% | 62,242 | -0.5% | 0.75% | +9.4% |
| Q4 2019 | $3,258,000 | -5.4% | 62,529 | -4.8% | 0.69% | -9.0% |
| Q3 2019 | $3,443,000 | +23.4% | 65,696 | +21.7% | 0.76% | +25.4% |
| Q2 2019 | $2,790,000 | +13.3% | 53,991 | +10.9% | 0.60% | +16.4% |
| Q1 2019 | $2,463,000 | +2.7% | 48,673 | -0.1% | 0.52% | -3.7% |
| Q4 2018 | $2,398,000 | -6.8% | 48,702 | -7.0% | 0.54% | +5.7% |
| Q3 2018 | $2,573,000 | +5.0% | 52,366 | +5.4% | 0.51% | -0.2% |
| Q2 2018 | $2,451,000 | +24.4% | 49,662 | +25.8% | 0.51% | +22.3% |
| Q1 2018 | $1,971,000 | – | 39,474 | – | 0.42% | – |
Download | ||||||
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% |