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 | $348,540 | -24.6% | 7,973 | -21.6% | 0.31% | -22.4% |
| Q2 2023 | $462,203 | -89.4% | 10,165 | -89.2% | 0.40% | -85.4% |
| Q1 2023 | $4,351,760 | +70.2% | 94,296 | +65.7% | 2.73% | +63.8% |
| Q4 2022 | $2,557,000 | +25.7% | 56,914 | +24.5% | 1.67% | +13.1% |
| Q3 2022 | $2,034,000 | +37.0% | 45,706 | +44.1% | 1.48% | +47.6% |
| Q2 2022 | $1,485,000 | -56.5% | 31,723 | -53.9% | 1.00% | -48.6% |
| Q1 2022 | $3,414,000 | +25.1% | 68,785 | +33.3% | 1.94% | +31.0% |
| Q4 2021 | $2,730,000 | +3.1% | 51,586 | +3.7% | 1.48% | -6.1% |
| Q3 2021 | $2,648,000 | +8.3% | 49,732 | +8.8% | 1.58% | +6.8% |
| Q2 2021 | $2,444,000 | +58.2% | 45,689 | +56.0% | 1.48% | +45.5% |
| Q1 2021 | $1,545,000 | – | 29,280 | – | 1.02% | – |
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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% |