ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $809,753 | -91.1% | 17,808 | -91.0% | 0.32% | -91.7% |
| Q1 2023 | $9,113,928 | +3.8% | 197,484 | +1.0% | 3.91% | -4.7% |
| Q4 2022 | $8,783,885 | +12.5% | 195,501 | +8.7% | 4.11% | -7.0% |
| Q3 2022 | $7,805,000 | -6.4% | 179,842 | +0.9% | 4.42% | -7.3% |
| Q2 2022 | $8,343,000 | -8.3% | 178,206 | -2.8% | 4.77% | +5.4% |
| Q1 2022 | $9,103,000 | +9.7% | 183,422 | +17.0% | 4.52% | +11.5% |
| Q4 2021 | $8,300,000 | +5.1% | 156,825 | +5.8% | 4.05% | -11.6% |
| Q3 2021 | $7,894,000 | -0.4% | 148,283 | +0.0% | 4.59% | -3.7% |
| Q2 2021 | $7,929,000 | +3332.5% | 148,237 | +3272.9% | 4.76% | +3138.1% |
| Q1 2021 | $231,000 | – | 4,395 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 465,104 | $24,748,000 | 10.87% |
| Firestone Capital Management | 601,137 | $32,155,000 | 10.64% |
| First Ascent Asset Management, LLC | 899,864 | $47,909,000 | 10.64% |
| Williams Financial, LLC | 209,495 | $11,154,000 | 9.65% |
| R. W. Roge & Company, Inc. | 267,725 | $14,176,000 | 8.40% |
| MCMORGAN & CO LLC | 778,751 | $41,461,000 | 8.32% |
| ONE Advisory Partners, LLC | 237,025 | $12,619,000 | 7.83% |
| High Falls Advisors, Inc | 540,099 | $28,755,000 | 7.81% |
| SigFig Wealth Management, LLC | 2,595,464 | $138,183,000 | 6.93% |
| JACOBSON & SCHMITT ADVISORS, LLC | 465,331 | $24,774,000 | 6.83% |