ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 343 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,012,081 | -6.4% | 846,668 | -2.6% | 4.20% | +0.5% |
| Q2 2023 | $39,524,838 | +15.9% | 869,251 | +17.6% | 4.18% | +12.7% |
| Q1 2023 | $34,098,058 | +55.2% | 738,853 | +57.4% | 3.71% | +41.2% |
| Q2 2022 | $21,976,000 | -3.5% | 469,381 | +2.3% | 2.63% | +16.0% |
| Q1 2022 | $22,777,000 | +25.6% | 458,945 | +33.9% | 2.26% | +24.5% |
| Q4 2021 | $18,136,000 | +13.9% | 342,632 | +14.6% | 1.82% | +8.2% |
| Q3 2021 | $15,916,000 | -4.0% | 298,944 | -3.6% | 1.68% | -5.5% |
| Q2 2021 | $16,586,000 | +34.4% | 310,083 | +32.5% | 1.78% | +15.1% |
| Q1 2021 | $12,340,000 | – | 233,939 | – | 1.54% | – |
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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% |