Detalus Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 497 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.1%.

Quarter-by-quarter ownership
Detalus Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$297,920
-84.9%
6,815
-84.3%
0.14%
-84.1%
Q2 2023$1,972,247
-0.5%
43,375
+1.0%
0.88%
-6.8%
Q1 2023$1,981,312
+12.9%
42,932
+9.9%
0.95%
+10.6%
Q4 2022$1,755,401
+67.0%
39,070
+65.4%
0.86%
+35.9%
Q3 2022$1,051,00023,6250.63%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Williams Financial, LLC 575,429$26,164,75119.51%
MCMORGAN & CO LLC 1,977,443$89,914,34616.91%
Stone House Investment Management, LLC 980,266$44,572,69216.16%
ZRC WEALTH MANAGEMENT, LLC 402,366$18,902,19615.92%
High Falls Advisors, Inc 1,005,004$45,697,52213.03%
ONE Advisory Partners, LLC 486,639$22,127,45812.45%
Copperleaf Capital, LLC 279,828$12,723,78411.92%
Keystone Financial Services 476,707$21,675,87611.07%
Sharkey, Howes & Javer 1,140,763$51,870,5149.82%
TNF LLC 467,300$21,248,1169.27%
View complete list of ISHARES TR shareholders