ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 460 filers reported holding ISHARES TR in Q2 2022. 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 ↓ |
|---|---|---|---|
| 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% |