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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $352,000 | -79.7% | 7,525 | -78.5% | 0.10% | -78.7% |
| Q1 2022 | $1,735,000 | -100.0% | 34,961 | -50.0% | 0.45% | -50.9% |
| Q4 2021 | $3,704,358,000 | +730542.6% | 69,986 | +777522.2% | 0.91% | +122.2% |
| Q4 2020 | $507,000 | 0.0% | 9 | -99.9% | 0.41% | +2.5% |
| Q3 2020 | $507,000 | -62.6% | 9,293 | -62.7% | 0.40% | -53.7% |
| Q2 2020 | $1,355,000 | +1.6% | 24,943 | -1.8% | 0.86% | -36.4% |
| Q1 2020 | $1,334,000 | – | 25,409 | – | 1.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 465,104 | $24,748,000 | 10.87% |
| Firestone Capital Management | 601,137 | $32,155,000 | 10.64% |
| First Ascent Asset Management, LLC | 899,864 | $47,909,000 | 10.64% |
| Williams Financial, LLC | 209,495 | $11,154,000 | 9.65% |
| R. W. Roge & Company, Inc. | 267,725 | $14,176,000 | 8.40% |
| MCMORGAN & CO LLC | 778,751 | $41,461,000 | 8.32% |
| ONE Advisory Partners, LLC | 237,025 | $12,619,000 | 7.83% |
| High Falls Advisors, Inc | 540,099 | $28,755,000 | 7.81% |
| SigFig Wealth Management, LLC | 2,595,464 | $138,183,000 | 6.93% |
| JACOBSON & SCHMITT ADVISORS, LLC | 465,331 | $24,774,000 | 6.83% |