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 | $10,550,012 | +105.7% | 241,336 | +114.0% | 0.95% | +142.2% |
| Q2 2023 | $5,128,731 | +12.9% | 112,794 | +14.6% | 0.39% | +2.9% |
| Q1 2023 | $4,543,081 | +12.6% | 98,442 | +9.6% | 0.38% | -3.8% |
| Q4 2022 | $4,035,651 | +14.2% | 89,821 | +13.1% | 0.40% | -2.2% |
| Q3 2022 | $3,533,000 | +25.7% | 79,401 | +32.3% | 0.40% | +27.0% |
| Q2 2022 | $2,811,000 | +86.8% | 60,034 | +97.9% | 0.32% | +112.0% |
| Q1 2022 | $1,505,000 | +28.2% | 30,332 | +36.8% | 0.15% | +29.3% |
| Q4 2021 | $1,174,000 | +33.7% | 22,176 | +34.5% | 0.12% | +19.6% |
| Q3 2021 | $878,000 | +115.2% | 16,483 | +116.0% | 0.10% | +106.4% |
| Q2 2021 | $408,000 | +101.0% | 7,632 | +98.5% | 0.05% | +80.8% |
| Q1 2021 | $203,000 | – | 3,845 | – | 0.03% | – |
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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% |