BlueSky Wealth Advisors, LLC - ISHARES TR ownership

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
BlueSky Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$942,000
-52.0%
20,111
-49.1%
0.21%
-45.1%
Q1 2022$1,963,000
-6.6%
39,547
-0.4%
0.38%
-2.1%
Q4 2021$2,101,000
-0.6%
39,7030.0%0.39%
-6.0%
Q3 2021$2,114,000
-0.8%
39,7030.0%0.41%
-1.0%
Q2 2021$2,130,000
+1.5%
39,7030.0%0.42%
-11.6%
Q1 2021$2,099,000
-3.1%
39,7030.0%0.47%
-9.6%
Q4 2020$2,167,000
+0.3%
39,7030.0%0.52%
-7.3%
Q3 2020$2,160,000
+0.1%
39,7030.0%0.56%
-8.6%
Q2 2020$2,157,000
+2.0%
39,703
-1.4%
0.62%
-20.8%
Q1 2020$2,115,000
+0.1%
40,279
-0.3%
0.78%
+12.7%
Q4 2019$2,113,000
-5.5%
40,411
-5.2%
0.69%
-10.4%
Q3 2019$2,237,000
+0.7%
42,615
-0.9%
0.77%
-2.5%
Q2 2019$2,222,000
-1.1%
42,993
-3.6%
0.79%
-2.6%
Q1 2019$2,247,000
-12.2%
44,604
-13.8%
0.81%
-18.8%
Q4 2018$2,558,000
+92.0%
51,719
+88.7%
1.00%
+98.0%
Q3 2018$1,332,000
+2.1%
27,404
+3.7%
0.50%
+1.4%
Q2 2018$1,304,000
+180.4%
26,414
+183.8%
0.50%
+179.8%
Q1 2018$465,000
+20.5%
9,307
+22.6%
0.18%
+11.2%
Q4 2017$386,000
-0.5%
7,5900.0%0.16%
-4.2%
Q3 2017$388,000
+0.3%
7,5900.0%0.17%
-6.7%
Q2 2017$387,000
+1.0%
7,5900.0%0.18%
-2.2%
Q1 2017$383,000
-18.2%
7,590
-18.5%
0.18%
-20.4%
Q4 2016$468,0009,3110.23%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
ZRC WEALTH MANAGEMENT, LLC 441,611$19,305,03816.67%
MCMORGAN & CO LLC 2,034,125$88,921,78416.44%
Williams Financial, LLC 456,586$19,959,65015.16%
High Falls Advisors, Inc 986,973$43,145,54212.95%
ONE Advisory Partners, LLC 470,175$20,553,69812.01%
Keystone Financial Services 445,919$19,493,34510.32%
Sharkey, Howes & Javer 1,147,311$50,154,7169.61%
Private Ocean, LLC 1,632,359$71,358,5689.06%
TNF LLC 446,550$19,023,0498.83%
Compass Ion Advisors, LLC 1,102,715$48,205,2148.27%
View complete list of ISHARES TR shareholders