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 | $271,514 | -3.9% | 6,211 | 0.0% | 0.09% | +24.6% |
| Q2 2023 | $282,417 | -35.8% | 6,211 | -34.8% | 0.07% | -39.5% |
| Q1 2023 | $439,906 | -91.1% | 9,532 | -91.0% | 0.11% | -92.0% |
| Q4 2022 | $4,948,613 | +2.5% | 105,692 | -2.5% | 1.43% | +0.5% |
| Q3 2022 | $4,827,000 | -2.5% | 108,446 | +2.6% | 1.42% | -0.6% |
| Q2 2022 | $4,953,000 | -6.1% | 105,695 | -0.6% | 1.43% | +10.7% |
| Q1 2022 | $5,273,000 | +1.8% | 106,368 | +8.6% | 1.30% | +7.4% |
| Q4 2021 | $5,180,000 | +4.0% | 97,951 | +4.6% | 1.21% | -3.8% |
| Q3 2021 | $4,982,000 | +4.5% | 93,621 | +4.9% | 1.25% | +4.1% |
| Q2 2021 | $4,768,000 | +17.4% | 89,267 | +15.7% | 1.20% | +8.0% |
| Q1 2021 | $4,061,000 | – | 77,159 | – | 1.12% | – |
Download | ||||||
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% |