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% | – |
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% |