ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 373 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $385,000 | -15.9% | 8,647 | -11.7% | 0.03% | -22.9% |
| Q2 2022 | $458,000 | -11.1% | 9,797 | -5.6% | 0.04% | -14.6% |
| Q1 2022 | $515,000 | -19.7% | 10,375 | -14.3% | 0.04% | -19.6% |
| Q4 2021 | $641,000 | -0.8% | 12,105 | -0.2% | 0.05% | -3.8% |
| Q3 2021 | $646,000 | -0.8% | 12,130 | -0.4% | 0.05% | 0.0% |
| Q2 2021 | $651,000 | +1.4% | 12,178 | 0.0% | 0.05% | -7.0% |
| Q1 2021 | $642,000 | -3.3% | 12,178 | 0.0% | 0.06% | -10.9% |
| Q4 2020 | $664,000 | 0.0% | 12,178 | -0.2% | 0.06% | -11.1% |
| Q3 2020 | $664,000 | -1.3% | 12,207 | -1.6% | 0.07% | -18.2% |
| Q2 2020 | $673,000 | -33.2% | 12,408 | -35.3% | 0.09% | -46.3% |
| Q1 2020 | $1,007,000 | -85.2% | 19,181 | -85.3% | 0.16% | -86.2% |
| Q4 2019 | $6,821,000 | -37.5% | 130,891 | -37.2% | 1.19% | -32.6% |
| Q3 2019 | $10,919,000 | -37.0% | 208,333 | -37.8% | 1.76% | -35.8% |
| Q2 2019 | $17,323,000 | +21.0% | 335,206 | +18.5% | 2.75% | +8.9% |
| Q1 2019 | $14,317,000 | +9.3% | 282,949 | +6.4% | 2.52% | -8.7% |
| Q4 2018 | $13,101,000 | +158.5% | 266,028 | +157.9% | 2.77% | +65.1% |
| Q3 2018 | $5,068,000 | -45.0% | 103,133 | -44.4% | 1.68% | -22.6% |
| Q2 2018 | $9,216,000 | – | 185,446 | – | 2.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 465,104 | $24,748,000 | 10.87% |
| Firestone Capital Management | 601,137 | $32,155,000 | 10.64% |
| First Ascent Asset Management, LLC | 899,864 | $47,909,000 | 10.64% |
| Williams Financial, LLC | 209,495 | $11,154,000 | 9.65% |
| R. W. Roge & Company, Inc. | 267,725 | $14,176,000 | 8.40% |
| MCMORGAN & CO LLC | 778,751 | $41,461,000 | 8.32% |
| ONE Advisory Partners, LLC | 237,025 | $12,619,000 | 7.83% |
| High Falls Advisors, Inc | 540,099 | $28,755,000 | 7.81% |
| SigFig Wealth Management, LLC | 2,595,464 | $138,183,000 | 6.93% |
| JACOBSON & SCHMITT ADVISORS, LLC | 465,331 | $24,774,000 | 6.83% |