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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,735,778 | -21.0% | 37,612 | -23.1% | 0.09% | -29.3% |
| Q4 2022 | $2,197,361 | +25.1% | 48,906 | +24.0% | 0.13% | +11.8% |
| Q3 2022 | $1,756,000 | -0.5% | 39,447 | +4.7% | 0.12% | +0.8% |
| Q2 2022 | $1,765,000 | -3.9% | 37,685 | +1.9% | 0.12% | +6.3% |
| Q1 2022 | $1,836,000 | +13.7% | 36,976 | +21.1% | 0.11% | +9.9% |
| Q4 2021 | $1,615,000 | +40.2% | 30,522 | +41.0% | 0.10% | +27.8% |
| Q3 2021 | $1,152,000 | +18.6% | 21,643 | +19.3% | 0.08% | +12.9% |
| Q2 2021 | $971,000 | +445.5% | 18,144 | +435.2% | 0.07% | +366.7% |
| Q1 2021 | $178,000 | – | 3,390 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Williams Financial, LLC | 552,421 | $25,494,230 | 19.90% |
| ZRC WEALTH MANAGEMENT, LLC | 376,827 | $17,390,577 | 15.92% |
| Stone House Investment Management, LLC | 924,482 | $42,664,834 | 14.42% |
| High Falls Advisors, Inc | 1,005,368 | $46,397,734 | 13.81% |
| MCMORGAN & CO LLC | 1,339,996 | $61,840,818 | 12.73% |
| ONE Advisory Partners, LLC | 468,953 | $21,642,194 | 12.73% |
| Keystone Financial Services | 463,902 | $21,409,080 | 11.47% |
| Copperleaf Capital, LLC | 245,381 | $11,324,329 | 11.26% |
| TNF LLC | 455,197 | $21,052,871 | 9.47% |
| JB Capital LLC | 2,203,547 | $101,693,737 | 9.28% |