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% | – |
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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% |