ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,203,603 | +6.0% | 27,533 | +10.3% | 0.17% | +4.3% |
Q2 2023 | $1,135,145 | -8.2% | 24,964 | -6.8% | 0.16% | -16.6% |
Q1 2023 | $1,236,584 | +4.8% | 26,795 | +2.0% | 0.19% | -12.7% |
Q4 2022 | $1,180,372 | +5.1% | 26,271 | +4.1% | 0.22% | +4.7% |
Q3 2022 | $1,123,000 | -10.7% | 25,231 | -6.2% | 0.21% | -14.6% |
Q2 2022 | $1,258,000 | -3.7% | 26,895 | -0.4% | 0.25% | +21.7% |
Q1 2022 | $1,307,000 | – | 27,010 | – | 0.20% | – |
Download |
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% |