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 | 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% |