Fieldpoint Private Securities, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 460 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Fieldpoint Private Securities, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$185,000
-62.3%
3,949
-60.1%
0.05%
-46.5%
Q1 2022$491,000
-22.6%
9,902
-17.3%
0.10%
-18.5%
Q4 2021$634,000
-0.6%
11,9750.0%0.12%
-12.1%
Q3 2021$638,000
-13.6%
11,975
-13.2%
0.14%
-12.4%
Q2 2021$738,000
+1.4%
13,7930.0%0.16%
-5.3%
Q1 2021$728,000
+141.9%
13,793
+150.4%
0.17%
+150.0%
Q4 2020$301,0005,5080.07%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Williams Financial, LLC 575,429$26,164,75119.51%
MCMORGAN & CO LLC 1,977,443$89,914,34616.91%
Stone House Investment Management, LLC 980,266$44,572,69216.16%
ZRC WEALTH MANAGEMENT, LLC 402,366$18,902,19615.92%
High Falls Advisors, Inc 1,005,004$45,697,52213.03%
ONE Advisory Partners, LLC 486,639$22,127,45812.45%
Copperleaf Capital, LLC 279,828$12,723,78411.92%
Keystone Financial Services 476,707$21,675,87611.07%
Sharkey, Howes & Javer 1,140,763$51,870,5149.82%
TNF LLC 467,300$21,248,1169.27%
View complete list of ISHARES TR shareholders