ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 243 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,735 | -5.8% | 62,574 | -2.0% | 0.50% | -3.8% |
| Q2 2023 | $2,903 | -10.0% | 63,838 | -8.7% | 0.52% | -16.8% |
| Q1 2023 | $3,227 | -15.0% | 69,918 | -15.5% | 0.63% | -20.2% |
| Q4 2022 | $3,796 | -99.9% | 82,729 | -6.9% | 0.78% | -20.0% |
| Q3 2022 | $3,934,000 | -12.4% | 88,899 | -7.2% | 0.98% | -14.6% |
| Q2 2022 | $4,490,000 | -10.7% | 95,799 | -7.6% | 1.15% | +23.3% |
| Q1 2022 | $5,027,000 | -7.6% | 103,640 | +0.1% | 0.93% | -6.8% |
| Q4 2021 | $5,443,000 | +5.2% | 103,583 | +6.7% | 1.00% | -7.8% |
| Q3 2021 | $5,173,000 | +4.4% | 97,039 | +4.7% | 1.08% | +1.0% |
| Q2 2021 | $4,956,000 | +3.8% | 92,659 | +2.3% | 1.07% | -5.9% |
| Q1 2021 | $4,776,000 | +19.2% | 90,538 | +23.3% | 1.14% | +11.5% |
| Q4 2020 | $4,007,000 | +14.1% | 73,412 | +13.3% | 1.02% | 0.0% |
| Q3 2020 | $3,513,000 | +17.9% | 64,797 | +18.1% | 1.02% | +7.7% |
| Q2 2020 | $2,980,000 | +15.1% | 54,856 | +11.2% | 0.95% | -9.1% |
| Q1 2020 | $2,589,000 | +87.2% | 49,316 | +85.9% | 1.04% | +104.9% |
| Q4 2019 | $1,383,000 | +66.4% | 26,531 | +67.1% | 0.51% | +40.6% |
| Q3 2019 | $831,000 | +4.0% | 15,881 | +2.5% | 0.36% | +3.1% |
| Q2 2019 | $799,000 | – | 15,490 | – | 0.35% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Williams Financial, LLC | 575,429 | $26,164,751 | 19.51% |
| MCMORGAN & CO LLC | 1,977,443 | $89,914,346 | 16.91% |
| Stone House Investment Management, LLC | 980,266 | $44,572,692 | 16.16% |
| ZRC WEALTH MANAGEMENT, LLC | 402,366 | $18,902,196 | 15.92% |
| High Falls Advisors, Inc | 1,005,004 | $45,697,522 | 13.03% |
| ONE Advisory Partners, LLC | 486,639 | $22,127,458 | 12.45% |
| Copperleaf Capital, LLC | 279,828 | $12,723,784 | 11.92% |
| Keystone Financial Services | 476,707 | $21,675,876 | 11.07% |
| Sharkey, Howes & Javer | 1,140,763 | $51,870,514 | 9.82% |
| TNF LLC | 467,300 | $21,248,116 | 9.27% |