ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 456 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,916,516 | -2.2% | 67,496 | +2.9% | 0.15% | +0.7% |
| Q2 2023 | $2,981,774 | -0.7% | 65,577 | +1.1% | 0.15% | -8.2% |
| Q1 2023 | $3,001,570 | +14.8% | 64,857 | +11.4% | 0.16% | -11.7% |
| Q4 2022 | $2,615,069 | +22.7% | 58,203 | +19.9% | 0.18% | +11.8% |
| Q3 2022 | $2,131,000 | +3.0% | 48,536 | +9.9% | 0.16% | -3.0% |
| Q2 2022 | $2,068,000 | +17.2% | 44,173 | +19.8% | 0.17% | +19.4% |
| Q1 2022 | $1,765,000 | +190.3% | 36,882 | +223.2% | 0.14% | +131.7% |
| Q3 2021 | $608,000 | +20.4% | 11,413 | +20.9% | 0.06% | +15.4% |
| Q2 2021 | $505,000 | +52.1% | 9,437 | +49.9% | 0.05% | +33.3% |
| Q1 2021 | $332,000 | +1975.0% | 6,294 | +1998.0% | 0.04% | +1850.0% |
| Q4 2020 | $16,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $16,000 | 0.0% | 300 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $16,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $16,000 | – | 300 | – | 0.00% | – |
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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% |