ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 200 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $314,000 | -7.6% | 5,907 | -7.2% | 0.08% | -33.3% |
| Q2 2021 | $340,000 | +2.7% | 6,364 | +1.4% | 0.12% | -6.2% |
| Q1 2021 | $331,000 | -4.9% | 6,276 | -1.7% | 0.13% | -10.5% |
| Q4 2020 | $348,000 | +23.0% | 6,383 | +22.6% | 0.14% | +8.3% |
| Q3 2020 | $283,000 | +5.6% | 5,208 | +5.6% | 0.13% | -2.9% |
| Q2 2020 | $268,000 | – | 4,933 | – | 0.14% | – |
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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% |