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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $355,796 | +6.2% | 8,139 | +10.5% | 0.13% | +9.6% |
| Q2 2023 | $334,887 | +1.8% | 7,365 | +3.3% | 0.12% | -5.0% |
| Q1 2023 | $329,096 | +100541.0% | 7,131 | -2.1% | 0.12% | -4.0% |
| Q4 2022 | $327 | -99.9% | 7,284 | 0.0% | 0.13% | -10.0% |
| Q3 2022 | $324,000 | -12.7% | 7,284 | -8.0% | 0.14% | -8.5% |
| Q2 2022 | $371,000 | +19.7% | 7,917 | +26.7% | 0.15% | +41.7% |
| Q1 2022 | $310,000 | -6.3% | 6,247 | -0.2% | 0.11% | -7.7% |
| Q4 2021 | $331,000 | +0.9% | 6,260 | +1.7% | 0.12% | -10.7% |
| Q3 2021 | $328,000 | +10.1% | 6,158 | +10.5% | 0.13% | -3.7% |
| Q2 2021 | $298,000 | +5.7% | 5,572 | +4.3% | 0.14% | -0.7% |
| Q1 2021 | $282,000 | +64.9% | 5,342 | +70.6% | 0.14% | +30.5% |
| Q4 2020 | $171,000 | +2.4% | 3,131 | +2.1% | 0.10% | -11.0% |
| Q3 2020 | $167,000 | +38.0% | 3,066 | +38.2% | 0.12% | +31.1% |
| Q2 2020 | $121,000 | +4.3% | 2,218 | 0.0% | 0.09% | -9.1% |
| Q1 2020 | $116,000 | – | 2,218 | – | 0.10% | – |
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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% |