ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.80 and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| 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% |