ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,936,966 | -7.3% | 158,686 | -3.6% | 0.47% | -6.0% |
| Q2 2023 | $7,485,100 | +3.0% | 164,616 | +4.6% | 0.50% | -4.2% |
| Q1 2023 | $7,264,437 | +35.6% | 157,409 | +32.0% | 0.52% | +26.3% |
| Q4 2022 | $5,356,733 | +27.6% | 119,224 | +26.4% | 0.42% | +19.3% |
| Q3 2022 | $4,199,000 | +173.7% | 94,351 | +187.9% | 0.35% | +169.8% |
| Q2 2022 | $1,534,000 | -5.4% | 32,774 | +0.3% | 0.13% | +0.8% |
| Q1 2022 | $1,622,000 | -26.8% | 32,682 | -21.2% | 0.13% | -35.0% |
| Q4 2021 | $2,216,000 | -5.7% | 41,491 | -5.9% | 0.20% | -0.5% |
| Q3 2021 | $2,350,000 | +6.0% | 44,075 | +6.2% | 0.20% | +0.5% |
| Q2 2021 | $2,216,000 | +48.4% | 41,491 | +47.0% | 0.20% | +28.8% |
| Q1 2021 | $1,493,000 | – | 28,220 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Williams Financial, LLC | 575,429 | $26,164,751 | 19.51% |
| MCMORGAN & CO LLC | 1,977,443 | $89,914,346 | 16.91% |
| Stone House Investment Management, LLC | 980,266 | $44,572,692 | 16.16% |
| ZRC WEALTH MANAGEMENT, LLC | 402,366 | $18,902,196 | 15.92% |
| High Falls Advisors, Inc | 1,005,004 | $45,697,522 | 13.03% |
| ONE Advisory Partners, LLC | 486,639 | $22,127,458 | 12.45% |
| Copperleaf Capital, LLC | 279,828 | $12,723,784 | 11.92% |
| Keystone Financial Services | 476,707 | $21,675,876 | 11.07% |
| Sharkey, Howes & Javer | 1,140,763 | $51,870,514 | 9.82% |
| TNF LLC | 467,300 | $21,248,116 | 9.27% |