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 | $13,009,158 | -2.1% | 297,590 | +1.8% | 2.53% | +1.1% |
| Q2 2023 | $13,293,850 | +13.2% | 292,365 | +14.9% | 2.50% | +5.5% |
| Q1 2023 | $11,742,075 | +11.2% | 254,433 | +8.3% | 2.37% | +3.8% |
| Q4 2022 | $10,559,555 | +35.1% | 235,022 | +33.8% | 2.28% | +14.4% |
| Q3 2022 | $7,815,000 | +77.0% | 175,609 | +86.2% | 2.00% | +76.3% |
| Q2 2022 | $4,416,000 | +292.2% | 94,312 | +315.6% | 1.13% | +334.1% |
| Q1 2022 | $1,126,000 | +87.7% | 22,693 | +100.1% | 0.26% | +89.1% |
| Q4 2021 | $600,000 | +25.5% | 11,340 | +26.2% | 0.14% | +7.8% |
| Q3 2021 | $478,000 | +2.8% | 8,986 | +3.3% | 0.13% | +2.4% |
| Q2 2021 | $465,000 | -4.3% | 8,699 | -5.5% | 0.12% | -14.4% |
| Q1 2021 | $486,000 | +69.3% | 9,206 | +66.9% | 0.15% | +39.0% |
| Q4 2019 | $287,000 | – | 5,515 | – | 0.10% | – |
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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% |