ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 460 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| 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% |