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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,067 | -74.6% | 1,236,794 | -73.4% | 3.89% | -26.8% |
| Q2 2023 | $212,915 | +83.4% | 4,656,020 | +85.1% | 5.31% | -7.3% |
| Q1 2023 | $116,102 | +32.4% | 2,515,746 | +28.9% | 5.73% | +18.6% |
| Q4 2022 | $87,691 | -99.9% | 1,951,734 | +15.1% | 4.83% | +6.5% |
| Q3 2022 | $75,440,000 | -7.2% | 1,695,279 | -2.4% | 4.53% | +3.0% |
| Q2 2022 | $81,317,000 | +0.7% | 1,736,802 | +6.8% | 4.40% | +5.3% |
| Q1 2022 | $80,721,000 | +36.2% | 1,626,450 | +45.2% | 4.18% | +42.9% |
| Q4 2021 | $59,285,000 | +50.5% | 1,120,051 | +51.8% | 2.93% | +26.4% |
| Q3 2021 | $39,405,000 | +31.2% | 737,981 | +31.5% | 2.32% | +24.9% |
| Q2 2021 | $30,023,000 | +1023.6% | 561,294 | +1008.2% | 1.85% | +817.8% |
| Q1 2021 | $2,672,000 | – | 50,649 | – | 0.20% | – |
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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% |