ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 497 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,333,094 | +3.8% | 30,495 | +7.9% | 0.01% | 0.0% |
| Q2 2023 | $1,284,694 | +42369.2% | 28,253 | -56.9% | 0.01% | -61.5% |
| Q1 2023 | $3,025 | +35.9% | 65,567 | +32.3% | 0.01% | +18.2% |
| Q4 2022 | $2,226 | -99.9% | 49,557 | -13.9% | 0.01% | -15.4% |
| Q3 2022 | $2,561,000 | +0.0% | 57,579 | +5.3% | 0.01% | -7.1% |
| Q2 2022 | $2,560,000 | -35.9% | 54,701 | -32.0% | 0.01% | -26.3% |
| Q1 2022 | $3,993,000 | +6.1% | 80,474 | +13.2% | 0.02% | +5.6% |
| Q4 2021 | $3,764,000 | -17.2% | 71,115 | -16.7% | 0.02% | -25.0% |
| Q3 2021 | $4,547,000 | -10.6% | 85,412 | -10.2% | 0.02% | -17.2% |
| Q2 2021 | $5,087,000 | +143.9% | 95,103 | +140.4% | 0.03% | +107.1% |
| Q1 2021 | $2,086,000 | – | 39,559 | – | 0.01% | – |
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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% |