ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 373 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,421,324 | +11.2% | 307,018 | +15.6% | 3.72% | +8.6% |
| Q2 2023 | $12,071,269 | +27.2% | 265,477 | +29.1% | 3.42% | +11.9% |
| Q1 2023 | $9,492,676 | +54.6% | 205,691 | +50.5% | 3.06% | +37.3% |
| Q4 2022 | $6,139,654 | -30.6% | 136,649 | -31.3% | 2.23% | -37.0% |
| Q3 2022 | $8,852,000 | +45.5% | 198,928 | +53.1% | 3.54% | +45.4% |
| Q2 2022 | $6,082,000 | -36.5% | 129,900 | -32.7% | 2.44% | -21.9% |
| Q1 2022 | $9,579,000 | -4.0% | 193,016 | +2.4% | 3.12% | +0.6% |
| Q4 2021 | $9,978,000 | +10.0% | 188,521 | +10.6% | 3.10% | -3.4% |
| Q3 2021 | $9,073,000 | +16.5% | 170,411 | +17.1% | 3.21% | +11.4% |
| Q2 2021 | $7,787,000 | +4.9% | 145,581 | +3.5% | 2.88% | -0.4% |
| Q1 2021 | $7,420,000 | +9.3% | 140,665 | +13.0% | 2.89% | -11.5% |
| Q4 2020 | $6,788,000 | +10.9% | 124,487 | +10.6% | 3.27% | +11.9% |
| Q3 2020 | $6,120,000 | +23.5% | 112,543 | +23.3% | 2.92% | +15.7% |
| Q2 2020 | $4,957,000 | +9.0% | 91,242 | +5.4% | 2.53% | -26.2% |
| Q1 2020 | $4,546,000 | +10.4% | 86,581 | +9.6% | 3.42% | +35.5% |
| Q4 2019 | $4,118,000 | +15.3% | 79,020 | +15.9% | 2.52% | +7.1% |
| Q3 2019 | $3,573,000 | +10.7% | 68,179 | +9.2% | 2.36% | +6.9% |
| Q2 2019 | $3,227,000 | +5.1% | 62,448 | +2.9% | 2.20% | -1.7% |
| Q1 2019 | $3,071,000 | – | 60,693 | – | 2.24% | – |
Download | ||||||
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% |