ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 394 filers reported holding ISHARES TR in Q3 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% | – |
Download | ||||||
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% |