ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 373 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,017,674 | -7.4% | 23,280 | -3.7% | 0.30% | -10.3% |
| Q2 2023 | $1,099,288 | +0.3% | 24,176 | +1.8% | 0.33% | -9.1% |
| Q1 2023 | $1,095,814 | +25.9% | 23,745 | +22.5% | 0.36% | +16.7% |
| Q4 2022 | $870,578 | +53.0% | 19,376 | +51.6% | 0.31% | +41.8% |
| Q3 2022 | $569,000 | -4.4% | 12,779 | +0.5% | 0.22% | -1.3% |
| Q2 2022 | $595,000 | -4.2% | 12,717 | +1.6% | 0.22% | +9.9% |
| Q1 2022 | $621,000 | -5.9% | 12,522 | +0.4% | 0.20% | -5.6% |
| Q4 2021 | $660,000 | +25.7% | 12,468 | +26.5% | 0.22% | +38.7% |
| Q3 2021 | $525,000 | +38.2% | 9,855 | +38.7% | 0.16% | +37.2% |
| Q2 2021 | $380,000 | – | 7,107 | – | 0.11% | – |
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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% |