ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 343 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $942,275 | +13.5% | 20,723 | +15.2% | 0.14% | +11.7% |
| Q1 2023 | $829,869 | +2.7% | 17,982 | 0.0% | 0.13% | +0.8% |
| Q4 2022 | $807,931 | +1.0% | 17,982 | 0.0% | 0.13% | -7.3% |
| Q3 2022 | $800,000 | +8.5% | 17,982 | +14.2% | 0.14% | +13.2% |
| Q2 2022 | $737,000 | -5.6% | 15,740 | 0.0% | 0.12% | +11.0% |
| Q1 2022 | $781,000 | -6.2% | 15,740 | 0.0% | 0.11% | +9.0% |
| Q4 2021 | $833,000 | -0.6% | 15,740 | 0.0% | 0.10% | -8.3% |
| Q3 2021 | $838,000 | +12.9% | 15,740 | +13.5% | 0.11% | +10.1% |
| Q2 2021 | $742,000 | +1.4% | 13,870 | 0.0% | 0.10% | +4.2% |
| Q1 2021 | $732,000 | -3.3% | 13,870 | 0.0% | 0.10% | -15.9% |
| Q4 2020 | $757,000 | +48.7% | 13,870 | +48.2% | 0.11% | +21.5% |
| Q3 2020 | $509,000 | 0.0% | 9,362 | 0.0% | 0.09% | -21.8% |
| Q2 2020 | $509,000 | +3.5% | 9,362 | 0.0% | 0.12% | -43.6% |
| Q1 2020 | $492,000 | – | 9,362 | – | 0.21% | – |
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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% |