ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 18 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,828,829 | -14.6% | 87,586 | -11.2% | 0.37% | -12.9% |
| Q2 2023 | $4,483,438 | -1.1% | 98,602 | +0.4% | 0.43% | -9.5% |
| Q1 2023 | $4,532,330 | +36.2% | 98,209 | +32.6% | 0.47% | +31.0% |
| Q4 2022 | $3,326,495 | +21.4% | 74,037 | +20.2% | 0.36% | +19.1% |
| Q3 2022 | $2,741,000 | -0.2% | 61,589 | +5.0% | 0.30% | +5.9% |
| Q2 2022 | $2,746,000 | -9.1% | 58,646 | -3.6% | 0.29% | +5.9% |
| Q1 2022 | $3,020,000 | +24.2% | 60,845 | +32.5% | 0.27% | +25.6% |
| Q4 2021 | $2,431,000 | +2.1% | 45,934 | +2.3% | 0.22% | +0.9% |
| Q3 2021 | $2,381,000 | +19.4% | 44,910 | +20.5% | 0.21% | -25.8% |
| Q2 2021 | $1,994,000 | +105.4% | 37,266 | +101.9% | 0.29% | +145.3% |
| Q1 2021 | $971,000 | – | 18,459 | – | 0.12% | – |
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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% |