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 | $97,151 | -50.6% | 2,222 | -48.6% | 0.01% | -60.0% |
| Q2 2023 | $196,489 | +169.7% | 4,321 | +173.7% | 0.02% | +150.0% |
| Q1 2023 | $72,855 | -0.1% | 1,579 | -2.7% | 0.01% | -11.1% |
| Q4 2022 | $72,942 | -8.8% | 1,623 | -9.3% | 0.01% | -25.0% |
| Q3 2022 | $80,000 | -4.8% | 1,789 | -0.1% | 0.01% | +9.1% |
| Q2 2022 | $84,000 | -10.6% | 1,791 | -5.4% | 0.01% | 0.0% |
| Q1 2022 | $94,000 | -83.4% | 1,894 | -82.3% | 0.01% | -83.6% |
| Q4 2021 | $566,000 | -8.6% | 10,700 | -8.0% | 0.07% | -16.2% |
| Q3 2021 | $619,000 | -11.1% | 11,635 | -10.5% | 0.08% | -20.0% |
| Q2 2021 | $696,000 | -99.9% | 13,004 | -10.7% | 0.10% | -23.1% |
| Q1 2021 | $768,177,000 | +165455.4% | 14,563 | +71.5% | 0.13% | +27.5% |
| Q4 2020 | $464,000 | – | 8,492 | – | 0.10% | – |
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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% |