ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.80 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,744,338 | +16.0% | 200,030 | +20.6% | 0.58% | +8.1% |
| Q2 2023 | $7,538,731 | +35.1% | 165,795 | +37.2% | 0.53% | +24.5% |
| Q1 2023 | $5,578,111 | +31.5% | 120,869 | +28.1% | 0.43% | +21.5% |
| Q4 2022 | $4,240,930 | +0.2% | 94,389 | -0.7% | 0.35% | -20.7% |
| Q3 2022 | $4,232,000 | -39.7% | 95,098 | -36.5% | 0.44% | -30.0% |
| Q2 2022 | $7,016,000 | -37.5% | 149,855 | -33.8% | 0.64% | -30.3% |
| Q1 2022 | $11,233,000 | +8.1% | 226,334 | +15.3% | 0.91% | +21.9% |
| Q4 2021 | $10,387,000 | +43.7% | 196,237 | +44.6% | 0.75% | +21.2% |
| Q3 2021 | $7,227,000 | +21.2% | 135,747 | +21.8% | 0.62% | +17.1% |
| Q2 2021 | $5,961,000 | +453.5% | 111,435 | +445.9% | 0.53% | +362.3% |
| Q1 2021 | $1,077,000 | +417.8% | 20,414 | +434.5% | 0.11% | +293.1% |
| Q4 2020 | $208,000 | +6833.3% | 3,819 | +7538.0% | 0.03% | +1350.0% |
| Q1 2020 | $3,000 | – | 50 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ZRC WEALTH MANAGEMENT, LLC | 441,611 | $19,305,038 | 16.67% |
| MCMORGAN & CO LLC | 2,034,125 | $88,921,784 | 16.44% |
| Williams Financial, LLC | 456,586 | $19,959,650 | 15.16% |
| High Falls Advisors, Inc | 986,973 | $43,145,542 | 12.95% |
| ONE Advisory Partners, LLC | 470,175 | $20,553,698 | 12.01% |
| Keystone Financial Services | 445,919 | $19,493,345 | 10.32% |
| Sharkey, Howes & Javer | 1,147,311 | $50,154,716 | 9.61% |
| Private Ocean, LLC | 1,632,359 | $71,358,568 | 9.06% |
| TNF LLC | 446,550 | $19,023,049 | 8.83% |
| Compass Ion Advisors, LLC | 1,102,715 | $48,205,214 | 8.27% |