ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 55 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $26,000 | -7.1% | 525 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $28,000 | +3.7% | 525 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $27,000 | -3.6% | 525 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $28,000 | +3.7% | 525 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $27,000 | -37.2% | 525 | -34.0% | 0.01% | -38.5% |
| Q4 2020 | $43,000 | -95.1% | 796 | -95.5% | 0.01% | -95.9% |
| Q4 2018 | $869,000 | +563.4% | 17,649 | +560.3% | 0.32% | +496.2% |
| Q3 2018 | $131,000 | +17.0% | 2,673 | +17.4% | 0.05% | +10.4% |
| Q2 2018 | $112,000 | +5.7% | 2,276 | +8.6% | 0.05% | +2.1% |
| Q4 2017 | $106,000 | +120.8% | 2,096 | +125.1% | 0.05% | +176.5% |
| Q3 2017 | $48,000 | +92.0% | 931 | +86.6% | 0.02% | +21.4% |
| Q2 2017 | $25,000 | +108.3% | 499 | +111.4% | 0.01% | +100.0% |
| Q1 2017 | $12,000 | – | 236 | – | 0.01% | – |
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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% |