ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 168 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,786,000 | +451.9% | 71,523 | +454.7% | 0.30% | +405.0% |
| Q3 2021 | $686,000 | +21.2% | 12,894 | +21.8% | 0.06% | +20.0% |
| Q2 2021 | $566,000 | -75.7% | 10,585 | -76.2% | 0.05% | -86.4% |
| Q1 2020 | $2,334,000 | -23.1% | 44,463 | -23.7% | 0.37% | -7.5% |
| Q4 2019 | $3,036,000 | +8.3% | 58,253 | +8.9% | 0.40% | -5.2% |
| Q3 2019 | $2,804,000 | +53.1% | 53,503 | +51.0% | 0.42% | +45.3% |
| Q2 2019 | $1,831,000 | – | 35,433 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 465,104 | $24,748,000 | 10.87% |
| Firestone Capital Management | 601,137 | $32,155,000 | 10.64% |
| First Ascent Asset Management, LLC | 899,864 | $47,909,000 | 10.64% |
| Williams Financial, LLC | 209,495 | $11,154,000 | 9.65% |
| R. W. Roge & Company, Inc. | 267,725 | $14,176,000 | 8.40% |
| MCMORGAN & CO LLC | 778,751 | $41,461,000 | 8.32% |
| ONE Advisory Partners, LLC | 237,025 | $12,619,000 | 7.83% |
| High Falls Advisors, Inc | 540,099 | $28,755,000 | 7.81% |
| SigFig Wealth Management, LLC | 2,595,464 | $138,183,000 | 6.93% |
| JACOBSON & SCHMITT ADVISORS, LLC | 465,331 | $24,774,000 | 6.83% |