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 ↓ |
|---|---|---|---|
| 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% |