ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 460 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,028,999 | +2.5% | 115,041 | +6.6% | 1.94% | -5.6% |
| Q2 2023 | $4,906,067 | -4.1% | 107,897 | -2.7% | 2.06% | -17.2% |
| Q1 2023 | $5,118,450 | -7.0% | 110,909 | -9.5% | 2.48% | -15.1% |
| Q4 2022 | $5,504,060 | +33.0% | 122,503 | +31.8% | 2.92% | +22.0% |
| Q3 2022 | $4,137,000 | +1.6% | 92,977 | +6.9% | 2.40% | +12.3% |
| Q2 2022 | $4,073,000 | -5.9% | 86,989 | -0.3% | 2.13% | +4.8% |
| Q1 2022 | $4,329,000 | +15.9% | 87,235 | +19.7% | 2.04% | +15.1% |
| Q4 2021 | $3,735,000 | – | 72,864 | – | 1.77% | – |
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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% |