ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| 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% |