ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 460 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,552,888 | +1.7% | 35,523 | +5.8% | 0.66% | +7.9% |
| Q2 2023 | $1,526,358 | -0.7% | 33,568 | +0.8% | 0.61% | +6.3% |
| Q1 2023 | $1,536,871 | +6.8% | 33,304 | +4.0% | 0.57% | +3.3% |
| Q4 2022 | $1,439,422 | +34.8% | 32,037 | +33.5% | 0.55% | +26.5% |
| Q3 2022 | $1,068,000 | -5.0% | 23,999 | 0.0% | 0.44% | +2.3% |
| Q2 2022 | $1,124,000 | -4.5% | 23,999 | +1.2% | 0.43% | +6.2% |
| Q1 2022 | $1,177,000 | -6.2% | 23,724 | +0.0% | 0.40% | -4.5% |
| Q4 2021 | $1,255,000 | +506.3% | 23,719 | +511.0% | 0.42% | +519.1% |
| Q3 2021 | $207,000 | – | 3,882 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Williams Financial, LLC | 575,429 | $26,164,751 | 19.51% |
| MCMORGAN & CO LLC | 1,977,443 | $89,914,346 | 16.91% |
| Stone House Investment Management, LLC | 980,266 | $44,572,692 | 16.16% |
| ZRC WEALTH MANAGEMENT, LLC | 402,366 | $18,902,196 | 15.92% |
| High Falls Advisors, Inc | 1,005,004 | $45,697,522 | 13.03% |
| ONE Advisory Partners, LLC | 486,639 | $22,127,458 | 12.45% |
| Copperleaf Capital, LLC | 279,828 | $12,723,784 | 11.92% |
| Keystone Financial Services | 476,707 | $21,675,876 | 11.07% |
| Sharkey, Howes & Javer | 1,140,763 | $51,870,514 | 9.82% |
| TNF LLC | 467,300 | $21,248,116 | 9.27% |