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 | $2,051,039 | -75.5% | 46,918 | -74.5% | 0.62% | -75.0% |
| Q2 2023 | $8,370,556 | -0.7% | 184,090 | +0.8% | 2.48% | -5.5% |
| Q1 2023 | $8,429,464 | +59.1% | 182,654 | +54.9% | 2.63% | +52.2% |
| Q4 2022 | $5,297,147 | +7.5% | 117,898 | +6.4% | 1.73% | +1.9% |
| Q3 2022 | $4,929,000 | +18.9% | 110,778 | +25.1% | 1.69% | +36.3% |
| Q2 2022 | $4,146,000 | -46.6% | 88,559 | -43.4% | 1.24% | -36.1% |
| Q1 2022 | $7,761,000 | +48.5% | 156,364 | +58.3% | 1.94% | +53.0% |
| Q4 2021 | $5,227,000 | -5.3% | 98,752 | -4.7% | 1.27% | -9.7% |
| Q3 2021 | $5,518,000 | -37.1% | 103,651 | -36.8% | 1.41% | -40.2% |
| Q2 2021 | $8,772,000 | -1.3% | 163,994 | -2.6% | 2.35% | -9.2% |
| Q1 2021 | $8,884,000 | – | 168,416 | – | 2.59% | – |
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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% |