ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 460 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $589,325 | -38.4% | 13,481 | -35.9% | 0.40% | -36.5% |
| Q2 2023 | $956,368 | -9.4% | 21,033 | -8.0% | 0.62% | -14.5% |
| Q1 2023 | $1,055,035 | +17.4% | 22,861 | +14.3% | 0.73% | +10.3% |
| Q4 2022 | $898,870 | +11.9% | 20,006 | +10.9% | 0.66% | +6.3% |
| Q3 2022 | $803,000 | +36.1% | 18,034 | +43.2% | 0.62% | +42.2% |
| Q2 2022 | $590,000 | – | 12,591 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Williams Financial, LLC | 552,421 | $25,494,230 | 19.90% |
| ZRC WEALTH MANAGEMENT, LLC | 376,827 | $17,390,577 | 15.92% |
| Stone House Investment Management, LLC | 924,482 | $42,664,834 | 14.42% |
| High Falls Advisors, Inc | 1,005,368 | $46,397,734 | 13.81% |
| MCMORGAN & CO LLC | 1,339,996 | $61,840,818 | 12.73% |
| ONE Advisory Partners, LLC | 468,953 | $21,642,194 | 12.73% |
| Keystone Financial Services | 463,902 | $21,409,080 | 11.47% |
| Copperleaf Capital, LLC | 245,381 | $11,324,329 | 11.26% |
| TNF LLC | 455,197 | $21,052,871 | 9.47% |
| JB Capital LLC | 2,203,547 | $101,693,737 | 9.28% |