ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 18 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| Firestone Capital Management | 608,771 | $33,105,000 | 14.82% |
| First Ascent Asset Management, LLC | 453,932 | $24,685,000 | 13.39% |
| Old North State Trust, LLC | 231,663 | $12,598,000 | 8.48% |
| Wilshire Advisors LLC | 129,954 | $7,067,000 | 7.19% |
| CORRADO ADVISORS, LLC | 153,578 | $8,351,000 | 6.94% |
| JACOBSON & SCHMITT ADVISORS, LLC | 326,026 | $17,729,000 | 6.75% |
| R. W. Roge & Company, Inc. | 160,828 | $8,749,000 | 6.73% |
| Karp Capital Management Corp | 316,474 | $17,210,000 | 4.21% |
| Clearshares LLC | 88,518 | $4,814,000 | 4.17% |
| AGILIS PARTNERS LLC | 194,581 | $10,581,000 | 3.97% |