ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.80 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,724,781 | -4.9% | 85,206 | -1.1% | 1.47% | -3.9% |
| Q2 2023 | $3,916,286 | -4.5% | 86,129 | -3.0% | 1.53% | -9.9% |
| Q1 2023 | $4,099,228 | +3.0% | 88,824 | +0.3% | 1.70% | -4.2% |
| Q4 2022 | $3,980,843 | -6.1% | 88,601 | -7.0% | 1.77% | -26.4% |
| Q3 2022 | $4,239,000 | +38.3% | 95,269 | +45.5% | 2.40% | +45.2% |
| Q2 2022 | $3,065,000 | -53.1% | 65,463 | -50.2% | 1.65% | -35.0% |
| Q1 2022 | $6,529,000 | -2.1% | 131,552 | +4.4% | 2.54% | +3.0% |
| Q4 2021 | $6,672,000 | -1.0% | 126,062 | -0.4% | 2.47% | -10.2% |
| Q3 2021 | $6,740,000 | +1.7% | 126,593 | +2.2% | 2.75% | -2.3% |
| Q2 2021 | $6,625,000 | -30.7% | 123,850 | -31.6% | 2.82% | -33.2% |
| Q1 2021 | $9,554,000 | -1.1% | 181,113 | +2.3% | 4.21% | -6.9% |
| Q4 2020 | $9,660,000 | – | 176,995 | – | 4.52% | – |
Download | ||||||
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% |