ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 18 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371,097 | -1.2% | 8,489 | +2.1% | 0.08% | +1.2% |
| Q2 2023 | $375,786 | -2.3% | 8,312 | -0.3% | 0.08% | -7.8% |
| Q1 2023 | $384,753 | -1.2% | 8,337 | -0.6% | 0.09% | -2.2% |
| Q4 2022 | $389,362 | +55.7% | 8,386 | +49.0% | 0.09% | +33.3% |
| Q3 2022 | $250,000 | -10.4% | 5,627 | -4.9% | 0.07% | -2.8% |
| Q2 2022 | $279,000 | 0.0% | 5,914 | +1.3% | 0.07% | +16.4% |
| Q1 2022 | $279,000 | +32.2% | 5,836 | +43.7% | 0.06% | +29.8% |
| Q4 2021 | $211,000 | -12.1% | 4,061 | -10.1% | 0.05% | -11.3% |
| Q3 2021 | $240,000 | +0.4% | 4,518 | +1.1% | 0.05% | -3.6% |
| Q2 2021 | $239,000 | +11.2% | 4,468 | +10.3% | 0.06% | +3.8% |
| Q1 2021 | $215,000 | – | 4,049 | – | 0.05% | – |
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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% |