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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $251,907 | -11.6% | 5,607 | -12.3% | 0.08% | -18.8% |
| Q3 2022 | $285,000 | -4.7% | 6,394 | +0.0% | 0.10% | +5.2% |
| Q2 2022 | $299,000 | -54.4% | 6,392 | -51.6% | 0.10% | -45.8% |
| Q1 2022 | $655,000 | -10.3% | 13,199 | -4.3% | 0.18% | -11.1% |
| Q4 2021 | $730,000 | +9.4% | 13,787 | +9.9% | 0.20% | +6.4% |
| Q3 2021 | $667,000 | +7.9% | 12,546 | +8.5% | 0.19% | +2.7% |
| Q2 2021 | $618,000 | -35.9% | 11,568 | -36.6% | 0.18% | 0.0% |
| Q1 2021 | $964,000 | +72.1% | 18,252 | +77.3% | 0.18% | +14.5% |
| Q3 2020 | $560,000 | +85.4% | 10,297 | +79.0% | 0.16% | +269.8% |
| Q4 2019 | $302,000 | – | 5,751 | – | 0.04% | – |
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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% |