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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |