ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,458,415 | +50.8% | 47,474 | -65.6% | 0.68% | +52.3% |
| Q2 2023 | $6,270,118 | +2.1% | 137,896 | +3.6% | 0.45% | +1.4% |
| Q1 2023 | $6,141,136 | +360.6% | 133,069 | +349.6% | 0.44% | +345.5% |
| Q4 2022 | $1,333,211 | +140.2% | 29,598 | +131.9% | 0.10% | +115.2% |
| Q3 2022 | $555,000 | -84.3% | 12,765 | -83.1% | 0.05% | -83.9% |
| Q2 2022 | $3,526,000 | +0.6% | 75,313 | +6.6% | 0.29% | +23.8% |
| Q1 2022 | $3,506,000 | +654.0% | 70,654 | +675.7% | 0.23% | +696.6% |
| Q4 2021 | $465,000 | -83.5% | 9,109 | -82.8% | 0.03% | -84.7% |
| Q3 2021 | $2,819,000 | +14.1% | 52,938 | +14.7% | 0.19% | +15.2% |
| Q2 2021 | $2,470,000 | +696.8% | 46,167 | +684.5% | 0.16% | +650.0% |
| Q1 2021 | $310,000 | +49.0% | 5,885 | +79.2% | 0.02% | +57.1% |
| Q4 2020 | $208,000 | -15.1% | 3,284 | -27.2% | 0.01% | -33.3% |
| Q3 2020 | $245,000 | -21.2% | 4,509 | -28.8% | 0.02% | -40.0% |
| Q3 2018 | $311,000 | -5.5% | 6,329 | -5.3% | 0.04% | -12.5% |
| Q2 2018 | $329,000 | +56.7% | 6,682 | +58.6% | 0.04% | +48.1% |
| Q1 2018 | $210,000 | -7.5% | 4,212 | -5.6% | 0.03% | -12.9% |
| Q4 2017 | $227,000 | – | 4,461 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ZRC WEALTH MANAGEMENT, LLC | 441,611 | $19,305,038 | 16.67% |
| MCMORGAN & CO LLC | 2,034,125 | $88,921,784 | 16.44% |
| Williams Financial, LLC | 456,586 | $19,959,650 | 15.16% |
| High Falls Advisors, Inc | 986,973 | $43,145,542 | 12.95% |
| ONE Advisory Partners, LLC | 470,175 | $20,553,698 | 12.01% |
| Keystone Financial Services | 445,919 | $19,493,345 | 10.32% |
| Sharkey, Howes & Javer | 1,147,311 | $50,154,716 | 9.61% |
| Private Ocean, LLC | 1,632,359 | $71,358,568 | 9.06% |
| TNF LLC | 446,550 | $19,023,049 | 8.83% |
| Compass Ion Advisors, LLC | 1,102,715 | $48,205,214 | 8.27% |