ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 511 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - 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 ↓ |
|---|---|---|---|
| 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% |