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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 465,104 | $24,748,000 | 10.87% |
| Firestone Capital Management | 601,137 | $32,155,000 | 10.64% |
| First Ascent Asset Management, LLC | 899,864 | $47,909,000 | 10.64% |
| Williams Financial, LLC | 209,495 | $11,154,000 | 9.65% |
| R. W. Roge & Company, Inc. | 267,725 | $14,176,000 | 8.40% |
| MCMORGAN & CO LLC | 778,751 | $41,461,000 | 8.32% |
| ONE Advisory Partners, LLC | 237,025 | $12,619,000 | 7.83% |
| High Falls Advisors, Inc | 540,099 | $28,755,000 | 7.81% |
| SigFig Wealth Management, LLC | 2,595,464 | $138,183,000 | 6.93% |
| JACOBSON & SCHMITT ADVISORS, LLC | 465,331 | $24,774,000 | 6.83% |