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 | $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 ↓ |
|---|---|---|---|
| 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% |