ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 343 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,852,466 | +43.5% | 179,629 | +49.3% | 0.53% | +37.0% |
| Q2 2023 | $5,472,076 | +4.5% | 120,345 | +6.1% | 0.39% | -4.0% |
| Q1 2023 | $5,237,067 | +35.6% | 113,479 | +32.0% | 0.40% | +7.2% |
| Q4 2022 | $3,862,034 | +88.0% | 85,956 | +86.1% | 0.38% | +75.7% |
| Q3 2022 | $2,054,000 | -31.6% | 46,179 | -28.0% | 0.21% | -24.4% |
| Q2 2022 | $3,001,000 | -31.6% | 64,113 | -27.5% | 0.28% | -23.3% |
| Q1 2022 | $4,390,000 | +14.7% | 88,468 | +22.3% | 0.37% | +14.6% |
| Q4 2021 | $3,829,000 | +4.3% | 72,351 | +4.9% | 0.32% | -22.4% |
| Q3 2021 | $3,672,000 | +41.8% | 68,986 | +42.4% | 0.42% | +33.4% |
| Q2 2021 | $2,590,000 | +172.6% | 48,429 | +168.8% | 0.31% | +104.6% |
| Q1 2021 | $950,000 | – | 18,015 | – | 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% |