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 | $2,563,036 | -3.7% | 58,630 | +0.1% | 0.22% | -8.5% |
| Q2 2023 | $2,662,144 | +11.8% | 58,547 | +13.4% | 0.24% | +5.8% |
| Q1 2023 | $2,382,020 | +143568.3% | 51,614 | +39.8% | 0.22% | +35.2% |
| Q4 2022 | $1,658 | -99.9% | 36,917 | +8.3% | 0.16% | +19.6% |
| Q3 2022 | $1,516,000 | -5.2% | 34,089 | -0.2% | 0.14% | -18.8% |
| Q2 2022 | $1,599,000 | +0.3% | 34,171 | +6.3% | 0.17% | +5.6% |
| Q1 2022 | $1,595,000 | -2.9% | 32,149 | +3.5% | 0.16% | +0.6% |
| Q4 2021 | $1,643,000 | -4.0% | 31,048 | -3.5% | 0.16% | -13.0% |
| Q3 2021 | $1,712,000 | -0.4% | 32,166 | +0.1% | 0.18% | -3.7% |
| Q2 2021 | $1,719,000 | +221.3% | 32,149 | +216.9% | 0.19% | +185.1% |
| Q1 2021 | $535,000 | +85.1% | 10,145 | +91.5% | 0.07% | +67.5% |
| Q4 2020 | $289,000 | -11.1% | 5,298 | -11.4% | 0.04% | -24.5% |
| Q3 2020 | $325,000 | +5.5% | 5,982 | +5.3% | 0.05% | -5.4% |
| Q2 2020 | $308,000 | +9.6% | 5,682 | +6.0% | 0.06% | -11.1% |
| Q1 2020 | $281,000 | +4.9% | 5,360 | +4.2% | 0.06% | +28.6% |
| Q4 2019 | $268,000 | +21.8% | 5,146 | +22.1% | 0.05% | +14.0% |
| Q3 2019 | $220,000 | – | 4,215 | – | 0.04% | – |
Download | ||||||
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% |