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 | $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 | 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% |