Hobart Private Capital, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 509 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.

Quarter-by-quarter ownership
Hobart Private Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$780,182
-12.9%
17,847
-9.4%
0.30%
-11.1%
Q2 2023$896,168
-4.7%
19,709
-3.3%
0.33%
-10.2%
Q1 2023$940,445
-89.8%
20,378
-90.1%
0.37%
-94.1%
Q4 2022$9,252,525205,9326.27%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
R. W. Roge & Company, Inc. 363,419$18,901,00014.56%
Tri-Star Advisors Inc. 479,877$25,069,00010.51%
First Ascent Asset Management, LLC 1,001,371$53,003,00010.11%
Firestone Capital Management 589,964$31,227,0009.85%
Williams Financial, LLC 234,691$12,422,0009.37%
ONE Advisory Partners, LLC 264,942$14,023,0007.99%
High Falls Advisors, Inc 571,926$30,272,0007.73%
BIVIN & ASSOCIATES, INC. 158,321$8,380,0007.31%
JB Capital LLC 1,392,861$73,724,137,0007.21%
MCMORGAN & CO LLC 754,384$39,930,0007.03%
View complete list of ISHARES TR shareholders