ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 497 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,982 | -49.2% | 1,578 | -51.9% | 0.00% | – |
| Q2 2023 | $135,866 | -86.5% | 3,281 | -84.9% | 0.00% | -100.0% |
| Q1 2023 | $1,004,639 | +3364.3% | 21,769 | +3621.2% | 0.00% | – |
| Q1 2022 | $29,000 | -94.9% | 585 | -94.6% | 0.00% | -100.0% |
| Q4 2021 | $574,000 | -96.8% | 10,844 | -96.8% | 0.00% | -98.2% |
| Q3 2021 | $18,036,000 | -64.4% | 338,773 | -64.2% | 0.23% | -60.8% |
| Q2 2021 | $50,637,000 | +456.6% | 946,660 | +448.9% | 0.58% | +300.7% |
| Q1 2021 | $9,097,000 | -73.1% | 172,456 | -72.2% | 0.14% | -70.1% |
| Q4 2020 | $33,865,000 | +69.7% | 620,466 | +69.0% | 0.48% | +68.8% |
| Q3 2020 | $19,960,000 | -46.5% | 367,045 | -46.6% | 0.28% | -48.0% |
| Q2 2020 | $37,340,000 | +1182.7% | 687,275 | +1130.1% | 0.55% | +502.2% |
| Q4 2019 | $2,911,000 | – | 55,871 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Williams Financial, LLC | 552,421 | $25,494,230 | 19.90% |
| ZRC WEALTH MANAGEMENT, LLC | 376,827 | $17,390,577 | 15.92% |
| Stone House Investment Management, LLC | 924,482 | $42,664,834 | 14.42% |
| High Falls Advisors, Inc | 1,005,368 | $46,397,734 | 13.81% |
| MCMORGAN & CO LLC | 1,339,996 | $61,840,818 | 12.73% |
| ONE Advisory Partners, LLC | 468,953 | $21,642,194 | 12.73% |
| Keystone Financial Services | 463,902 | $21,409,080 | 11.47% |
| Copperleaf Capital, LLC | 245,381 | $11,324,329 | 11.26% |
| TNF LLC | 455,197 | $21,052,871 | 9.47% |
| JB Capital LLC | 2,203,547 | $101,693,737 | 9.28% |