ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 497 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $206,976 | -3.8% | 4,790 | 0.0% | 0.11% | +6.5% |
| Q2 2023 | $215,071 | -31.7% | 4,790 | -29.6% | 0.11% | -35.5% |
| Q4 2022 | $314,976 | -7.4% | 6,800 | -10.9% | 0.17% | +13.7% |
| Q3 2022 | $340,000 | -27.8% | 7,632 | -24.1% | 0.15% | -13.1% |
| Q2 2022 | $471,000 | -14.2% | 10,061 | -9.1% | 0.17% | -15.6% |
| Q1 2022 | $549,000 | -27.5% | 11,069 | -22.6% | 0.20% | -35.6% |
| Q4 2021 | $757,000 | +91.2% | 14,308 | +92.2% | 0.31% | +47.1% |
| Q3 2021 | $396,000 | – | 7,445 | – | 0.21% | – |
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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% |