ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 343 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $743,778 | -0.7% | 16,554 | -1.8% | 0.84% | -5.4% |
| Q3 2022 | $749,000 | +2.6% | 16,850 | +7.9% | 0.89% | +10.4% |
| Q2 2022 | $730,000 | +6.4% | 15,610 | +12.9% | 0.81% | +18.6% |
| Q1 2022 | $686,000 | +74.1% | 13,830 | +85.7% | 0.68% | +69.2% |
| Q4 2021 | $394,000 | -35.9% | 7,447 | -35.0% | 0.40% | -44.6% |
| Q3 2021 | $615,000 | -6.2% | 11,454 | -6.6% | 0.73% | -10.5% |
| Q2 2021 | $656,000 | +31.5% | 12,265 | +29.6% | 0.81% | +27.9% |
| Q1 2021 | $499,000 | – | 9,464 | – | 0.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Williams Financial, LLC | 575,429 | $26,164,751 | 19.51% |
| MCMORGAN & CO LLC | 1,977,443 | $89,914,346 | 16.91% |
| Stone House Investment Management, LLC | 980,266 | $44,572,692 | 16.16% |
| ZRC WEALTH MANAGEMENT, LLC | 402,366 | $18,902,196 | 15.92% |
| High Falls Advisors, Inc | 1,005,004 | $45,697,522 | 13.03% |
| ONE Advisory Partners, LLC | 486,639 | $22,127,458 | 12.45% |
| Copperleaf Capital, LLC | 279,828 | $12,723,784 | 11.92% |
| Keystone Financial Services | 476,707 | $21,675,876 | 11.07% |
| Sharkey, Howes & Javer | 1,140,763 | $51,870,514 | 9.82% |
| TNF LLC | 467,300 | $21,248,116 | 9.27% |