ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 3.48 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,156,182 | +20.2% | 91,405 | +22.0% | 0.16% | +5.3% |
| Q1 2023 | $3,457,046 | +9.9% | 74,908 | +7.0% | 0.15% | -2.0% |
| Q4 2022 | $3,145,585 | +19.3% | 70,010 | +18.2% | 0.15% | +4.1% |
| Q3 2022 | $2,636,000 | -43.9% | 59,225 | -41.0% | 0.15% | -45.1% |
| Q2 2022 | $4,698,000 | +10.0% | 100,343 | +16.6% | 0.27% | +10.7% |
| Q1 2022 | $4,272,000 | +188.6% | 86,085 | +207.8% | 0.24% | +188.1% |
| Q4 2021 | $1,480,000 | +18.3% | 27,966 | +19.1% | 0.08% | -1.2% |
| Q3 2021 | $1,251,000 | +64.6% | 23,489 | +65.2% | 0.08% | +57.4% |
| Q2 2021 | $760,000 | +84.9% | 14,217 | +82.6% | 0.05% | +50.0% |
| Q1 2021 | $411,000 | – | 7,786 | – | 0.04% | – |
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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% |