ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 18 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,238,151 | +109.3% | 28,323 | +117.7% | 0.10% | +110.0% |
| Q2 2023 | $591,588 | +8.9% | 13,011 | +10.5% | 0.05% | -2.0% |
| Q1 2023 | $543,311 | +34.2% | 11,773 | +30.7% | 0.05% | +24.4% |
| Q4 2022 | $404,851 | -74.7% | 9,010 | -75.0% | 0.04% | -55.4% |
| Q3 2022 | $1,599,000 | +19.3% | 35,987 | +25.6% | 0.09% | +19.5% |
| Q2 2022 | $1,340,000 | +4.6% | 28,662 | +11.1% | 0.08% | +24.2% |
| Q1 2022 | $1,281,000 | +15.7% | 25,803 | +23.6% | 0.06% | -43.1% |
| Q4 2021 | $1,107,000 | +17.3% | 20,872 | +17.6% | 0.11% | +12.4% |
| Q2 2021 | $944,000 | – | 17,745 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Williams Financial, LLC | 552,421 | $25,494,230 | 19.90% |
| ZRC WEALTH MANAGEMENT, LLC | 376,827 | $17,390,577 | 15.92% |
| Stone House Investment Management, LLC | 924,482 | $42,664,834 | 14.42% |
| High Falls Advisors, Inc | 1,005,368 | $46,397,734 | 13.81% |
| MCMORGAN & CO LLC | 1,339,996 | $61,840,818 | 12.73% |
| ONE Advisory Partners, LLC | 468,953 | $21,642,194 | 12.73% |
| Keystone Financial Services | 463,902 | $21,409,080 | 11.47% |
| Copperleaf Capital, LLC | 245,381 | $11,324,329 | 11.26% |
| TNF LLC | 455,197 | $21,052,871 | 9.47% |
| JB Capital LLC | 2,203,547 | $101,693,737 | 9.28% |