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 | $441,216 | -26.2% | 10,093 | -23.2% | 0.03% | -38.2% |
| Q2 2023 | $597,840 | -96.8% | 13,148 | -96.8% | 0.06% | -95.4% |
| Q1 2023 | $18,829,109 | +6925.8% | 407,998 | +7444.3% | 1.20% | +4024.1% |
| Q1 2022 | $268,000 | +8.1% | 5,408 | +15.2% | 0.03% | +11.5% |
| Q4 2021 | $248,000 | -0.8% | 4,693 | -0.1% | 0.03% | -18.8% |
| Q3 2021 | $250,000 | – | 4,699 | – | 0.03% | – |
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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% |