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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,844,934 | -9.9% | 42,203 | -6.3% | 0.60% | -7.8% |
| Q2 2023 | $2,047,846 | -2.9% | 45,037 | -1.5% | 0.65% | -7.0% |
| Q1 2023 | $2,110,038 | +4.4% | 45,721 | +1.7% | 0.70% | -3.4% |
| Q4 2022 | $2,020,413 | +56.3% | 44,968 | +54.7% | 0.73% | +47.6% |
| Q3 2022 | $1,293,000 | -4.6% | 29,066 | +0.4% | 0.49% | +1.7% |
| Q2 2022 | $1,356,000 | -5.4% | 28,955 | +0.2% | 0.48% | +5.7% |
| Q1 2022 | $1,434,000 | -3.5% | 28,895 | +2.9% | 0.46% | -1.3% |
| Q4 2021 | $1,486,000 | +22.2% | 28,074 | +22.9% | 0.46% | +14.3% |
| Q3 2021 | $1,216,000 | -7.0% | 22,846 | -6.5% | 0.41% | -3.1% |
| Q2 2021 | $1,308,000 | +130700.0% | 24,447 | +203625.0% | 0.42% | +41800.0% |
| Q1 2020 | $1,000 | -50.0% | 12 | -63.6% | 0.00% | 0.0% |
| Q4 2019 | $2,000 | – | 33 | – | 0.00% | – |
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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% |