ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 18 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $346,457 | -43.3% | 7,925 | -41.1% | 0.10% | -42.0% |
| Q2 2023 | $611,532 | -33.9% | 13,448 | -32.9% | 0.17% | -38.7% |
| Q1 2023 | $925,341 | -94.0% | 20,045 | -94.2% | 0.28% | -93.9% |
| Q4 2022 | $15,462,451 | -0.5% | 344,132 | -1.4% | 4.68% | -7.0% |
| Q3 2022 | $15,545,000 | -4.4% | 349,021 | +0.5% | 5.04% | -6.1% |
| Q2 2022 | $16,264,000 | +6.6% | 347,390 | +13.0% | 5.37% | +23.2% |
| Q1 2022 | $15,258,000 | -5.0% | 307,445 | +1.4% | 4.36% | -5.8% |
| Q4 2021 | $16,055,000 | +32.6% | 303,330 | +33.3% | 4.63% | +25.2% |
| Q3 2021 | $12,110,000 | +4.4% | 227,470 | +4.8% | 3.70% | -2.9% |
| Q2 2021 | $11,605,000 | -3.2% | 216,962 | -4.6% | 3.81% | -10.5% |
| Q1 2021 | $11,993,000 | – | 227,372 | – | 4.25% | – |
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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% |