ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 394 filers reported holding ISHARES TR in Q3 2021. 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 ↓ |
|---|---|---|---|
| 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% |