ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.80 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,466 | -99.9% | 285,163 | -13.4% | 3.10% | -16.1% |
| Q2 2023 | $14,975,232 | +3.9% | 329,343 | +5.4% | 3.70% | +24.4% |
| Q1 2023 | $14,418,959 | +7.6% | 312,452 | +3.8% | 2.98% | -16.7% |
| Q3 2022 | $13,398,000 | +5.0% | 301,096 | +10.4% | 3.57% | -31.0% |
| Q2 2022 | $12,757,000 | -6.0% | 272,742 | -0.4% | 5.18% | +5.7% |
| Q1 2022 | $13,565,000 | +69.4% | 273,796 | +80.9% | 4.90% | +1306.9% |
| Q4 2021 | $8,008,000 | +5.9% | 151,340 | +6.6% | 0.35% | -87.1% |
| Q3 2021 | $7,559,000 | +9.7% | 141,979 | +10.2% | 2.70% | +0.6% |
| Q2 2021 | $6,890,000 | +54.3% | 128,878 | +56.4% | 2.68% | +22.8% |
| Q1 2021 | $4,465,000 | 0.0% | 82,408 | 0.0% | 2.18% | -0.2% |
| Q4 2020 | $4,465,000 | – | 82,408 | – | 2.18% | – |
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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% |