ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 460 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,165,593 | -23.9% | 484,172 | -20.9% | 1.94% | -21.1% |
| Q2 2023 | $27,827,354 | +6.1% | 611,994 | +7.7% | 2.45% | +0.2% |
| Q1 2023 | $26,225,312 | +44.1% | 568,262 | +40.3% | 2.45% | +34.7% |
| Q4 2022 | $18,196,538 | +41.3% | 404,998 | +39.9% | 1.82% | +34.1% |
| Q3 2022 | $12,880,000 | +138.9% | 289,431 | +151.4% | 1.35% | +146.2% |
| Q2 2022 | $5,391,000 | -5.6% | 115,143 | +0.0% | 0.55% | +10.7% |
| Q1 2022 | $5,712,000 | +2.1% | 115,091 | +8.9% | 0.50% | -4.6% |
| Q4 2021 | $5,595,000 | +0.2% | 105,711 | +0.8% | 0.52% | -10.2% |
| Q3 2021 | $5,583,000 | -0.6% | 104,870 | -0.1% | 0.58% | -4.0% |
| Q2 2021 | $5,616,000 | +41.0% | 104,995 | +39.0% | 0.60% | +28.0% |
| Q1 2021 | $3,983,000 | – | 75,515 | – | 0.47% | – |
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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% |