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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $6,178,489 | +201.5% | 137,510 | +197.5% | 1.30% | +204.0% |
| Q3 2022 | $2,049,000 | -3.6% | 46,216 | +1.8% | 0.43% | +15.1% |
| Q2 2022 | $2,126,000 | -76.6% | 45,407 | -75.3% | 0.37% | -72.2% |
| Q1 2022 | $9,101,000 | +36.3% | 183,785 | +45.5% | 1.34% | +71.3% |
| Q4 2021 | $6,679,000 | +4.6% | 126,325 | +5.3% | 0.78% | -6.7% |
| Q3 2021 | $6,388,000 | +2.9% | 119,950 | +3.3% | 0.84% | +10.4% |
| Q2 2021 | $6,210,000 | +124.0% | 116,104 | +120.5% | 0.76% | +91.2% |
| Q1 2021 | $2,772,000 | -22.4% | 52,651 | -19.5% | 0.40% | -21.7% |
| Q4 2020 | $3,570,000 | +9.0% | 65,422 | +8.6% | 0.51% | +509.6% |
| Q3 2020 | $3,275,000 | – | 60,221 | – | 0.08% | – |
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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% |