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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $513,914 | +11.5% | 11,756 | +16.0% | 0.09% | +12.5% |
| Q2 2023 | $460,975 | -14.6% | 10,138 | -6.8% | 0.08% | -5.9% |
| Q1 2022 | $540,000 | -9.7% | 10,883 | -3.7% | 0.08% | -5.6% |
| Q4 2021 | $598,000 | -82.0% | 11,305 | -81.9% | 0.09% | -83.1% |
| Q3 2021 | $3,322,000 | -16.3% | 62,400 | -15.9% | 0.53% | -13.0% |
| Q2 2021 | $3,967,000 | +110.2% | 74,172 | +107.3% | 0.61% | -83.8% |
| Q1 2021 | $1,887,000 | -73.8% | 35,777 | -72.9% | 3.79% | +173.0% |
| Q4 2020 | $7,196,000 | -74.3% | 131,851 | -74.5% | 1.39% | -80.9% |
| Q2 2020 | $28,043,000 | +40.1% | 516,169 | +38.1% | 7.26% | -4.5% |
| Q1 2020 | $20,012,000 | +108.1% | 373,762 | +103.5% | 7.60% | +101.2% |
| Q4 2019 | $9,617,000 | – | 183,668 | – | 3.78% | – |
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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% |