ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 191 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $606,800 | +55.2% | 13,881 | +61.5% | 0.02% | +46.7% |
| Q2 2023 | $390,860 | +18.8% | 8,596 | +20.6% | 0.02% | +7.1% |
| Q1 2023 | $329,003 | -17.7% | 7,129 | -19.9% | 0.01% | -17.6% |
| Q4 2022 | $399,938 | +13.0% | 8,901 | +12.0% | 0.02% | 0.0% |
| Q3 2022 | $354,000 | -0.8% | 7,945 | +4.3% | 0.02% | 0.0% |
| Q2 2022 | $357,000 | +53.9% | 7,615 | +73.5% | 0.02% | +70.0% |
| Q4 2021 | $232,000 | -56.5% | 4,388 | -56.0% | 0.01% | -61.5% |
| Q2 2021 | $533,000 | -12.2% | 9,972 | -13.2% | 0.03% | -23.5% |
| Q1 2021 | $607,000 | -54.4% | 11,489 | -52.9% | 0.03% | -64.6% |
| Q4 2020 | $1,331,000 | -16.2% | 24,392 | -16.5% | 0.10% | -32.4% |
| Q3 2020 | $1,589,000 | +1.0% | 29,226 | +1.0% | 0.14% | -9.6% |
| Q2 2020 | $1,573,000 | +11.6% | 28,948 | +7.8% | 0.16% | -17.4% |
| Q1 2020 | $1,410,000 | +7.6% | 26,856 | +6.8% | 0.19% | +15.9% |
| Q4 2019 | $1,310,000 | +11.6% | 25,146 | +12.2% | 0.16% | -10.9% |
| Q3 2019 | $1,174,000 | +15.3% | 22,407 | +13.7% | 0.18% | +7.6% |
| Q2 2019 | $1,018,000 | +391.8% | 19,706 | +367.9% | 0.17% | +280.0% |
| Q4 2018 | $207,000 | +2.5% | 4,212 | +2.7% | 0.04% | +9.8% |
| Q3 2018 | $202,000 | – | 4,101 | – | 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% |