ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 464 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,249 | +0.2% | 138 | +0.7% | 0.00% | 0.0% |
| Q1 2024 | $6,238 | -91.8% | 137 | -91.7% | 0.00% | -92.2% |
| Q4 2023 | $75,807 | +9.9% | 1,645 | +4.2% | 0.05% | +4.1% |
| 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 ↓ |
|---|---|---|---|
| Firestone Capital Management | 624,520 | $34,086,000 | 12.95% |
| First Ascent Asset Management, LLC | 530,884 | $28,976,000 | 12.20% |
| Marshall Financial Group, LLC | 234,280 | $12,787,000 | 8.34% |
| Wilshire Advisors LLC | 132,625 | $7,239,000 | 6.87% |
| R. W. Roge & Company, Inc. | 167,443 | $9,139,000 | 6.66% |
| JACOBSON & SCHMITT ADVISORS, LLC | 338,421 | $18,471,000 | 6.28% |
| CORRADO ADVISORS, LLC | 142,386 | $7,771,000 | 5.98% |
| AGILIS PARTNERS LLC | 194,019 | $10,590,000 | 4.97% |
| Old North State Trust, LLC | 108,344 | $5,913,000 | 4.57% |
| CALTON & ASSOCIATES, INC. | 464,657 | $25,361,000 | 4.53% |