ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 373 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,990,298 | -5.9% | 228,532 | -2.2% | 2.77% | -0.8% |
| Q2 2023 | $10,615,917 | -0.9% | 233,574 | +0.6% | 2.79% | -11.1% |
| Q1 2023 | $10,715,680 | +32.6% | 232,192 | +29.0% | 3.14% | +20.8% |
| Q4 2022 | $8,084,186 | +15.1% | 179,928 | +13.4% | 2.60% | +8.8% |
| Q3 2022 | $7,021,000 | -14.4% | 158,672 | -9.4% | 2.39% | -8.7% |
| Q2 2022 | $8,200,000 | -15.4% | 175,146 | -10.4% | 2.62% | -1.0% |
| Q1 2022 | $9,698,000 | +51.7% | 195,398 | +61.8% | 2.64% | +51.1% |
| Q4 2021 | $6,392,000 | +20.1% | 120,763 | +20.8% | 1.75% | +9.7% |
| Q3 2021 | $5,322,000 | +47.5% | 99,966 | +48.2% | 1.59% | +61.7% |
| Q2 2021 | $3,608,000 | -33.2% | 67,455 | -34.1% | 0.99% | -12.7% |
| Q1 2021 | $5,400,000 | – | 102,366 | – | 1.13% | – |
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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% |