ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 456 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $723,567 | +5.2% | 16,552 | +9.4% | 0.20% | +5.9% |
| Q2 2023 | $687,823 | +18.1% | 15,127 | +19.8% | 0.18% | +4.5% |
| Q1 2023 | $582,644 | +11.9% | 12,625 | +9.0% | 0.18% | +2.9% |
| Q4 2022 | $520,559 | -10.2% | 11,586 | -11.2% | 0.17% | -19.2% |
| Q3 2022 | $580,000 | -10.9% | 13,041 | -0.6% | 0.21% | +2.9% |
| Q2 2022 | $651,000 | 0.0% | 13,114 | 0.0% | 0.21% | 0.0% |
| Q1 2022 | $651,000 | +37.1% | 13,114 | +46.2% | 0.21% | +26.2% |
| Q4 2021 | $475,000 | +20.3% | 8,967 | +20.8% | 0.16% | +1.2% |
| Q3 2021 | $395,000 | +74.8% | 7,423 | +75.4% | 0.16% | +55.8% |
| Q2 2021 | $226,000 | -81.7% | 4,233 | -81.9% | 0.10% | -84.0% |
| Q1 2021 | $1,232,000 | +251.0% | 23,350 | +262.6% | 0.65% | +212.0% |
| Q4 2020 | $351,000 | – | 6,439 | – | 0.21% | – |
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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% |