ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 460 filers reported holding ISHARES TR in Q2 2022. 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 | 552,421 | $25,494,230 | 19.90% |
| ZRC WEALTH MANAGEMENT, LLC | 376,827 | $17,390,577 | 15.92% |
| Stone House Investment Management, LLC | 924,482 | $42,664,834 | 14.42% |
| High Falls Advisors, Inc | 1,005,368 | $46,397,734 | 13.81% |
| MCMORGAN & CO LLC | 1,339,996 | $61,840,818 | 12.73% |
| ONE Advisory Partners, LLC | 468,953 | $21,642,194 | 12.73% |
| Keystone Financial Services | 463,902 | $21,409,080 | 11.47% |
| Copperleaf Capital, LLC | 245,381 | $11,324,329 | 11.26% |
| TNF LLC | 455,197 | $21,052,871 | 9.47% |
| JB Capital LLC | 2,203,547 | $101,693,737 | 9.28% |