ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 117 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $297,419 | -13.6% | 6,541 | -12.3% | 0.12% | -18.5% |
| Q1 2023 | $344,141 | -17.7% | 7,457 | -19.9% | 0.15% | -23.2% |
| Q4 2022 | $418,343 | -47.6% | 9,311 | -48.1% | 0.19% | -50.3% |
| Q3 2022 | $799,000 | +29.7% | 17,950 | +36.4% | 0.38% | +29.1% |
| Q2 2022 | $616,000 | -9.0% | 13,160 | -3.5% | 0.30% | +3.1% |
| Q1 2022 | $677,000 | -6.2% | 13,632 | 0.0% | 0.29% | -4.7% |
| Q4 2021 | $722,000 | -0.6% | 13,632 | 0.0% | 0.30% | -9.6% |
| Q3 2021 | $726,000 | -0.4% | 13,632 | 0.0% | 0.33% | -2.6% |
| Q2 2021 | $729,000 | +1.4% | 13,632 | 0.0% | 0.34% | -10.2% |
| Q1 2021 | $719,000 | -3.4% | 13,632 | 0.0% | 0.38% | -10.1% |
| Q4 2020 | $744,000 | +0.4% | 13,632 | 0.0% | 0.42% | -8.4% |
| Q3 2020 | $741,000 | -2.4% | 13,632 | -2.4% | 0.46% | -9.7% |
| Q2 2020 | $759,000 | +2.8% | 13,972 | -0.6% | 0.51% | -13.9% |
| Q1 2020 | $738,000 | +6.8% | 14,055 | +6.0% | 0.60% | +23.9% |
| Q4 2019 | $691,000 | -0.6% | 13,255 | 0.0% | 0.48% | -7.3% |
| Q3 2019 | $695,000 | +1.5% | 13,255 | 0.0% | 0.52% | -1.3% |
| Q2 2019 | $685,000 | +2.1% | 13,255 | 0.0% | 0.53% | -1.7% |
| Q1 2019 | $671,000 | +2.8% | 13,255 | 0.0% | 0.54% | -5.1% |
| Q4 2018 | $653,000 | +7.0% | 13,255 | +6.7% | 0.56% | +9.7% |
| Q3 2018 | $610,000 | – | 12,419 | – | 0.51% | – |
Download | ||||||
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% |