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 2022 | $935,000 | -14.2% | 18,841 | -8.5% | 0.18% | -2.7% |
| Q4 2021 | $1,090,000 | +60.1% | 20,597 | +61.0% | 0.19% | +27.0% |
| Q3 2021 | $681,000 | +8.6% | 12,793 | +9.1% | 0.15% | +7.2% |
| Q2 2021 | $627,000 | +69.0% | 11,723 | +66.7% | 0.14% | +13.1% |
| Q1 2021 | $371,000 | +79.2% | 7,034 | +85.8% | 0.12% | +103.3% |
| Q4 2020 | $207,000 | -15.9% | 3,786 | -19.4% | 0.06% | -25.9% |
| Q3 2019 | $246,000 | +1.7% | 4,699 | 0.0% | 0.08% | +5.2% |
| Q2 2019 | $242,000 | +1628.6% | 4,699 | +1572.2% | 0.08% | +1440.0% |
| Q1 2019 | $14,000 | – | 281 | – | 0.01% | – |
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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% |