Gradient Capital Advisors, LLC - ISHARES TR ownership

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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%.

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Quarter-by-quarter ownership
Gradient Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
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%
13,6320.0%0.29%
-4.7%
Q4 2021$722,000
-0.6%
13,6320.0%0.30%
-9.6%
Q3 2021$726,000
-0.4%
13,6320.0%0.33%
-2.6%
Q2 2021$729,000
+1.4%
13,6320.0%0.34%
-10.2%
Q1 2021$719,000
-3.4%
13,6320.0%0.38%
-10.1%
Q4 2020$744,000
+0.4%
13,6320.0%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%
13,2550.0%0.48%
-7.3%
Q3 2019$695,000
+1.5%
13,2550.0%0.52%
-1.3%
Q2 2019$685,000
+2.1%
13,2550.0%0.53%
-1.7%
Q1 2019$671,000
+2.8%
13,2550.0%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%–
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Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Williams Financial, LLC 575,429$26,164,75119.51%
MCMORGAN & CO LLC 1,977,443$89,914,34616.91%
Stone House Investment Management, LLC 980,266$44,572,69216.16%
ZRC WEALTH MANAGEMENT, LLC 402,366$18,902,19615.92%
High Falls Advisors, Inc 1,005,004$45,697,52213.03%
ONE Advisory Partners, LLC 486,639$22,127,45812.45%
Copperleaf Capital, LLC 279,828$12,723,78411.92%
Keystone Financial Services 476,707$21,675,87611.07%
Sharkey, Howes & Javer 1,140,763$51,870,5149.82%
TNF LLC 467,300$21,248,1169.27%
View complete list of ISHARES TR shareholders