ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 18 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |