ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 3.48 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $218,659 | -91.9% | 4,738 | -92.1% | 0.09% | -92.6% |
| Q4 2022 | $2,697,148 | +11.6% | 60,030 | +10.5% | 1.23% | -2.5% |
| Q3 2022 | $2,417,000 | -0.5% | 54,321 | +4.8% | 1.26% | +14.8% |
| Q2 2022 | $2,428,000 | -3.5% | 51,852 | +2.2% | 1.10% | +7.0% |
| Q1 2022 | $2,517,000 | +31.2% | 50,716 | +39.9% | 1.02% | +16.0% |
| Q4 2021 | $1,918,000 | +22.5% | 36,242 | +23.3% | 0.88% | +10.0% |
| Q3 2021 | $1,566,000 | +33.1% | 29,405 | +33.6% | 0.80% | +32.7% |
| Q2 2021 | $1,177,000 | +104.0% | 22,004 | +101.2% | 0.60% | +84.5% |
| Q1 2021 | $577,000 | – | 10,934 | – | 0.33% | – |
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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% |