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 | $370,846 | -58.0% | 8,483 | -56.3% | 0.02% | -58.7% |
| Q2 2023 | $882,021 | +4.2% | 19,398 | +5.7% | 0.05% | -4.2% |
| Q1 2023 | $846,748 | -22.0% | 18,348 | -24.0% | 0.05% | -29.4% |
| Q4 2022 | $1,085,284 | -23.4% | 24,155 | -24.1% | 0.07% | -37.0% |
| Q3 2022 | $1,416,000 | +38.6% | 31,823 | +66.5% | 0.11% | +66.2% |
| Q2 2021 | $1,022,000 | +39.6% | 19,110 | +37.6% | 0.06% | +22.6% |
| Q1 2021 | $732,000 | – | 13,886 | – | 0.05% | – |
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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% |