ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 394 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,832,242 | +259.0% | 41,913 | +273.4% | 0.60% | +212.5% |
| Q2 2023 | $510,423 | +19.7% | 11,225 | +21.5% | 0.19% | +15.7% |
| Q1 2023 | $426,415 | +7.2% | 9,240 | +4.3% | 0.17% | -1.2% |
| Q4 2022 | $397,867 | +2.0% | 8,855 | +1.0% | 0.17% | -8.2% |
| Q3 2022 | $390,000 | +3.2% | 8,770 | +8.6% | 0.18% | +10.9% |
| Q2 2022 | $378,000 | -44.9% | 8,075 | -41.6% | 0.16% | -36.8% |
| Q1 2022 | $686,000 | -11.3% | 13,820 | -5.3% | 0.26% | -7.8% |
| Q4 2021 | $773,000 | -1.9% | 14,599 | -1.3% | 0.28% | -14.5% |
| Q3 2021 | $788,000 | -32.5% | 14,795 | -31.7% | 0.33% | -34.3% |
| Q2 2021 | $1,167,000 | +2.5% | 21,661 | +0.4% | 0.50% | +10.5% |
| Q1 2021 | $1,138,000 | +5.0% | 21,568 | +8.6% | 0.46% | -7.7% |
| Q4 2020 | $1,084,000 | +30.3% | 19,859 | +29.8% | 0.49% | -5.2% |
| Q3 2020 | $832,000 | 0.0% | 15,305 | -0.1% | 0.52% | -3.9% |
| Q2 2020 | $832,000 | +2.2% | 15,316 | -1.3% | 0.54% | -14.1% |
| Q1 2020 | $814,000 | – | 15,510 | – | 0.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 465,104 | $24,748,000 | 10.87% |
| Firestone Capital Management | 601,137 | $32,155,000 | 10.64% |
| First Ascent Asset Management, LLC | 899,864 | $47,909,000 | 10.64% |
| Williams Financial, LLC | 209,495 | $11,154,000 | 9.65% |
| R. W. Roge & Company, Inc. | 267,725 | $14,176,000 | 8.40% |
| MCMORGAN & CO LLC | 778,751 | $41,461,000 | 8.32% |
| ONE Advisory Partners, LLC | 237,025 | $12,619,000 | 7.83% |
| High Falls Advisors, Inc | 540,099 | $28,755,000 | 7.81% |
| SigFig Wealth Management, LLC | 2,595,464 | $138,183,000 | 6.93% |
| JACOBSON & SCHMITT ADVISORS, LLC | 465,331 | $24,774,000 | 6.83% |