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 | 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% |