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 | $5,086,727 | -5.8% | 116,361 | -2.1% | 0.26% | -2.3% |
| Q2 2023 | $5,402,162 | +86.2% | 118,807 | +89.0% | 0.26% | +46.6% |
| Q1 2023 | $2,901,457 | +70.6% | 62,870 | +66.0% | 0.18% | +47.1% |
| Q4 2022 | $1,701,220 | +0.4% | 37,864 | -0.6% | 0.12% | -13.6% |
| Q3 2022 | $1,695,000 | -9.5% | 38,093 | -4.7% | 0.14% | -10.3% |
| Q2 2022 | $1,872,000 | -14.4% | 39,975 | -9.3% | 0.16% | +0.6% |
| Q1 2022 | $2,188,000 | -3.1% | 44,077 | +3.3% | 0.16% | -8.3% |
| Q4 2021 | $2,259,000 | – | 42,681 | – | 0.17% | – |
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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% |