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 ↓ |
|---|---|---|---|
| Williams Financial, LLC | 552,421 | $25,494,230 | 19.90% |
| ZRC WEALTH MANAGEMENT, LLC | 376,827 | $17,390,577 | 15.92% |
| Stone House Investment Management, LLC | 924,482 | $42,664,834 | 14.42% |
| High Falls Advisors, Inc | 1,005,368 | $46,397,734 | 13.81% |
| MCMORGAN & CO LLC | 1,339,996 | $61,840,818 | 12.73% |
| ONE Advisory Partners, LLC | 468,953 | $21,642,194 | 12.73% |
| Keystone Financial Services | 463,902 | $21,409,080 | 11.47% |
| Copperleaf Capital, LLC | 245,381 | $11,324,329 | 11.26% |
| TNF LLC | 455,197 | $21,052,871 | 9.47% |
| JB Capital LLC | 2,203,547 | $101,693,737 | 9.28% |