ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 243 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $2,094,000 | -2.8% | 39,033 | -4.1% | 0.55% | -12.0% |
| Q1 2021 | $2,154,000 | -2.0% | 40,718 | +1.0% | 0.63% | -7.1% |
| Q4 2020 | $2,198,000 | -9.5% | 40,330 | -9.3% | 0.68% | -22.1% |
| Q3 2020 | $2,429,000 | +11.1% | 44,488 | +10.6% | 0.87% | +4.6% |
| Q2 2020 | $2,186,000 | +4.0% | 40,236 | +0.3% | 0.83% | -5.9% |
| Q1 2020 | $2,102,000 | +4.3% | 40,100 | +3.6% | 0.88% | 0.0% |
| Q4 2019 | $2,016,000 | +29.6% | 38,719 | +31.0% | 0.88% | +16.4% |
| Q3 2019 | $1,555,000 | +124.7% | 29,565 | +119.4% | 0.76% | +105.7% |
| Q2 2019 | $692,000 | +46.6% | 13,477 | +45.0% | 0.37% | +35.8% |
| Q1 2019 | $472,000 | – | 9,295 | – | 0.27% | – |
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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% |