ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 456 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $373,298 | -21.6% | 8,539 | -18.5% | 0.06% | -22.2% |
| Q2 2023 | $476,380 | -29.7% | 10,477 | -30.5% | 0.08% | -39.6% |
| Q4 2022 | $677,726 | -4.1% | 15,084 | -5.1% | 0.13% | -6.3% |
| Q3 2022 | $707,000 | -11.3% | 15,887 | -6.6% | 0.14% | -9.5% |
| Q2 2022 | $797,000 | -8.3% | 17,018 | -2.8% | 0.16% | +6.8% |
| Q1 2022 | $869,000 | -8.8% | 17,517 | -2.7% | 0.15% | -5.1% |
| Q4 2021 | $953,000 | +11.2% | 17,998 | +11.8% | 0.16% | +0.6% |
| Q3 2021 | $857,000 | +8.6% | 16,096 | +9.1% | 0.16% | +8.4% |
| Q2 2021 | $789,000 | +16.9% | 14,752 | +15.3% | 0.14% | +9.2% |
| Q1 2021 | $675,000 | -6.5% | 12,791 | -3.3% | 0.13% | -12.7% |
| Q4 2020 | $722,000 | +0.6% | 13,232 | +0.3% | 0.15% | -14.8% |
| Q3 2020 | $718,000 | +4.2% | 13,199 | +4.1% | 0.18% | -5.9% |
| Q2 2020 | $689,000 | +7.8% | 12,683 | +4.2% | 0.19% | -11.8% |
| Q1 2020 | $639,000 | +14.3% | 12,170 | +13.5% | 0.21% | +41.3% |
| Q4 2019 | $559,000 | +2.6% | 10,720 | +3.1% | 0.15% | -10.7% |
| Q3 2019 | $545,000 | +0.7% | 10,398 | -0.7% | 0.17% | -4.5% |
| Q2 2019 | $541,000 | -2.5% | 10,469 | -4.5% | 0.18% | -10.7% |
| Q1 2019 | $555,000 | +3.0% | 10,961 | +0.2% | 0.20% | -19.3% |
| Q4 2018 | $539,000 | -2.4% | 10,941 | -2.9% | 0.24% | +8.0% |
| Q3 2018 | $552,000 | -5.2% | 11,270 | -4.7% | 0.23% | -30.5% |
| Q2 2018 | $582,000 | -0.7% | 11,828 | +0.7% | 0.32% | 0.0% |
| Q1 2018 | $586,000 | – | 11,748 | – | 0.32% | – |
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% |