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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,502,509 | +200.0% | 57,246 | +216.7% | 1.78% | +195.8% |
| Q1 2023 | $834,161 | +28.9% | 18,075 | +25.5% | 0.60% | +44.9% |
| Q4 2022 | $647,127 | +1.0% | 14,403 | 0.0% | 0.41% | -6.1% |
| Q3 2022 | $641,000 | -4.9% | 14,403 | 0.0% | 0.44% | +0.7% |
| Q2 2022 | $674,000 | -5.7% | 14,403 | 0.0% | 0.44% | +5.8% |
| Q1 2022 | $715,000 | -6.2% | 14,403 | 0.0% | 0.41% | -25.9% |
| Q4 2021 | $762,000 | -0.7% | 14,403 | 0.0% | 0.56% | -5.6% |
| Q3 2021 | $767,000 | -0.4% | 14,403 | 0.0% | 0.59% | +0.5% |
| Q2 2021 | $770,000 | +1.3% | 14,403 | 0.0% | 0.59% | -3.0% |
| Q1 2021 | $760,000 | -3.3% | 14,403 | 0.0% | 0.61% | -4.6% |
| Q4 2020 | $786,000 | +0.4% | 14,403 | 0.0% | 0.64% | -8.6% |
| Q3 2020 | $783,000 | 0.0% | 14,403 | 0.0% | 0.70% | -3.5% |
| Q2 2020 | $783,000 | +3.6% | 14,403 | 0.0% | 0.72% | -5.1% |
| Q1 2020 | $756,000 | +0.7% | 14,403 | 0.0% | 0.76% | +11.1% |
| Q4 2019 | $751,000 | -0.5% | 14,403 | 0.0% | 0.68% | -12.8% |
| Q3 2019 | $755,000 | +1.5% | 14,403 | 0.0% | 0.78% | -1.6% |
| Q2 2019 | $744,000 | +2.1% | 14,403 | 0.0% | 0.80% | +8.4% |
| Q1 2019 | $729,000 | +2.8% | 14,403 | 0.0% | 0.74% | -4.9% |
| Q4 2018 | $709,000 | – | 14,403 | – | 0.77% | – |
Download | ||||||
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% |