ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 456 filers reported holding ISHARES TR in Q4 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 ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 465,104 | $24,748,000 | 10.87% |
| Firestone Capital Management | 601,137 | $32,155,000 | 10.64% |
| First Ascent Asset Management, LLC | 899,864 | $47,909,000 | 10.64% |
| Williams Financial, LLC | 209,495 | $11,154,000 | 9.65% |
| R. W. Roge & Company, Inc. | 267,725 | $14,176,000 | 8.40% |
| MCMORGAN & CO LLC | 778,751 | $41,461,000 | 8.32% |
| ONE Advisory Partners, LLC | 237,025 | $12,619,000 | 7.83% |
| High Falls Advisors, Inc | 540,099 | $28,755,000 | 7.81% |
| SigFig Wealth Management, LLC | 2,595,464 | $138,183,000 | 6.93% |
| JACOBSON & SCHMITT ADVISORS, LLC | 465,331 | $24,774,000 | 6.83% |