ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 394 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $576,665 | -15.2% | 13,191 | -11.8% | 0.33% | -10.1% |
| Q2 2023 | $679,965 | +6.0% | 14,954 | +7.6% | 0.37% | -5.9% |
| Q1 2023 | $641,189 | +8.3% | 13,894 | +5.4% | 0.39% | -7.8% |
| Q4 2022 | $592,045 | +31.6% | 13,177 | +30.2% | 0.42% | +8.5% |
| Q3 2022 | $450,000 | -6.6% | 10,123 | -1.6% | 0.39% | -1.0% |
| Q2 2022 | $482,000 | -1.8% | 10,292 | +4.0% | 0.39% | +50.4% |
| Q1 2022 | $491,000 | +7.7% | 9,894 | +14.8% | 0.26% | +27.2% |
| Q4 2021 | $456,000 | +67.0% | 8,617 | +67.7% | 0.21% | +68.9% |
| Q3 2021 | $273,000 | -0.4% | 5,137 | +0.3% | 0.12% | +1.7% |
| Q2 2021 | $274,000 | – | 5,120 | – | 0.12% | – |
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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% |