ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 511 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| 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% |