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 | $1,083,410 | +28.3% | 24,783 | +33.5% | 0.12% | +23.7% |
| Q2 2023 | $844,111 | -12.4% | 18,564 | -11.1% | 0.09% | -22.5% |
| Q1 2023 | $963,605 | +5.5% | 20,880 | +2.7% | 0.12% | -13.0% |
| Q4 2022 | $913,561 | +16.8% | 20,333 | +15.7% | 0.14% | -22.9% |
| Q3 2022 | $782,000 | -25.9% | 17,570 | -22.1% | 0.18% | -34.2% |
| Q2 2022 | $1,056,000 | +47.3% | 22,543 | +56.1% | 0.27% | +49.5% |
| Q1 2022 | $717,000 | +41.4% | 14,444 | +51.0% | 0.18% | +28.2% |
| Q4 2021 | $507,000 | – | 9,567 | – | 0.14% | – |
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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% |