ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 373 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,983 | -44.0% | 1,578 | -41.7% | 0.05% | -41.0% |
| Q2 2023 | $123,160 | -0.6% | 2,709 | +0.9% | 0.08% | +2.5% |
| Q1 2023 | $123,946 | +13.7% | 2,686 | +10.8% | 0.08% | -2.4% |
| Q4 2022 | $108,967 | +55.7% | 2,425 | +54.3% | 0.08% | +66.0% |
| Q3 2022 | $70,000 | +1.4% | 1,572 | +6.9% | 0.05% | +8.7% |
| Q2 2022 | $69,000 | +16.9% | 1,471 | +23.8% | 0.05% | +43.8% |
| Q1 2022 | $59,000 | +5.4% | 1,188 | +12.0% | 0.03% | -3.0% |
| Q4 2021 | $56,000 | +51.4% | 1,061 | +54.0% | 0.03% | +43.5% |
| Q3 2021 | $37,000 | 0.0% | 689 | +0.6% | 0.02% | +9.5% |
| Q2 2021 | $37,000 | – | 685 | – | 0.02% | – |
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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% |