ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.80 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,743,023 | -12.0% | 85,623 | -8.5% | 0.90% | -14.7% |
| Q2 2023 | $4,254,659 | -0.7% | 93,571 | +0.8% | 1.06% | -8.7% |
| Q1 2023 | $4,284,712 | +3.7% | 92,843 | +0.9% | 1.16% | -8.5% |
| Q4 2022 | $4,132,496 | +28.1% | 91,976 | +26.9% | 1.26% | +8.7% |
| Q3 2022 | $3,226,000 | -3.7% | 72,494 | +1.3% | 1.16% | -4.6% |
| Q2 2022 | $3,350,000 | +6.3% | 71,546 | +12.7% | 1.22% | +1.7% |
| Q1 2022 | $3,151,000 | +83.0% | 63,483 | +95.1% | 1.20% | +84.2% |
| Q4 2021 | $1,722,000 | -80.5% | 32,534 | -80.4% | 0.65% | -64.5% |
| Q3 2021 | $8,819,000 | +5.2% | 165,655 | +5.7% | 1.83% | +7.3% |
| Q2 2021 | $8,385,000 | +634.9% | 156,760 | +624.5% | 1.70% | +560.9% |
| Q1 2021 | $1,141,000 | – | 21,637 | – | 0.26% | – |
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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% |