ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.80 and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| 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% |