ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 78 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $5,444,000 | +90.3% | 109,013 | +93.9% | 3.51% | +98.0% |
| Q4 2017 | $2,860,000 | +3.2% | 56,221 | +3.6% | 1.77% | -3.3% |
| Q3 2017 | $2,771,000 | +1.2% | 54,262 | +1.0% | 1.83% | -2.0% |
| Q2 2017 | $2,737,000 | +4.3% | 53,730 | +3.4% | 1.87% | -2.1% |
| Q1 2017 | $2,625,000 | -2.9% | 51,967 | -3.4% | 1.91% | -15.7% |
| Q4 2016 | $2,703,000 | -17.5% | 53,787 | -14.5% | 2.26% | -8.9% |
| Q3 2016 | $3,276,000 | +6.1% | 62,909 | +111.9% | 2.49% | -2.4% |
| Q2 2016 | $3,088,000 | +11.2% | 29,690 | +8.8% | 2.55% | -2.0% |
| Q1 2016 | $2,778,000 | -14.9% | 27,277 | -17.2% | 2.60% | -16.5% |
| Q4 2015 | $3,266,000 | – | 32,931 | – | 3.11% | – |
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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% |