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 | $943,238 | -25.6% | 21,577 | -23.0% | 1.49% | -21.7% |
| Q2 2023 | $1,267,629 | +6.7% | 28,039 | +8.9% | 1.90% | -1.6% |
| Q1 2023 | $1,188,053 | -55.3% | 25,744 | -56.5% | 1.93% | -46.9% |
| Q4 2022 | $2,659,755 | -13.8% | 59,198 | -14.7% | 3.63% | +16.3% |
| Q3 2022 | $3,087,000 | -6.6% | 69,374 | -1.7% | 3.12% | -9.5% |
| Q2 2022 | $3,306,000 | -15.3% | 70,609 | -10.2% | 3.45% | -3.3% |
| Q1 2022 | $3,901,000 | +1.0% | 78,594 | +7.7% | 3.57% | +1.5% |
| Q4 2021 | $3,864,000 | +61.9% | 73,002 | +62.9% | 3.51% | +50.3% |
| Q3 2021 | $2,386,000 | +3.4% | 44,825 | +3.9% | 2.34% | +5.4% |
| Q2 2021 | $2,308,000 | – | 43,147 | – | 2.22% | – |
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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% |