ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 44 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $288,943 | -29.6% | 6,610 | -26.7% | 0.03% | -27.0% |
| Q2 2023 | $410,218 | +89.9% | 9,022 | +119.0% | 0.04% | -2.6% |
| Q3 2019 | $216,000 | +1.4% | 4,119 | +0.2% | 0.04% | 0.0% |
| Q2 2019 | $213,000 | -94.2% | 4,112 | -97.8% | 0.04% | -17.4% |
| Q3 2018 | $3,673,000 | +11.2% | 187,158 | +15.2% | 0.05% | +24.3% |
| Q2 2018 | $3,303,000 | +1381.2% | 162,409 | +3614.8% | 0.04% | -26.0% |
| Q2 2017 | $223,000 | -5.9% | 4,372 | -6.5% | 0.05% | -15.3% |
| Q1 2017 | $237,000 | -17.7% | 4,678 | -18.5% | 0.06% | -35.9% |
| Q4 2016 | $288,000 | -8.6% | 5,740 | -5.7% | 0.09% | -20.7% |
| Q3 2016 | $315,000 | – | 6,084 | – | 0.12% | – |
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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% |