ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 243 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,012,000 | -12.8% | 19,188 | -9.8% | 0.55% | -30.1% |
| Q4 2020 | $1,161,000 | +1.4% | 21,276 | +0.9% | 0.78% | -18.4% |
| Q3 2020 | $1,145,000 | +0.1% | 21,090 | +0.1% | 0.96% | 0.0% |
| Q2 2020 | $1,144,000 | +16.6% | 21,068 | +12.7% | 0.96% | +2.9% |
| Q1 2020 | $981,000 | +8.2% | 18,700 | +7.4% | 0.94% | +3.0% |
| Q4 2019 | $907,000 | – | 17,414 | – | 0.91% | – |
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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% |