Detalus Advisors, LLC - ISHARES TR ownership

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
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 Q3 2023
NameSharesValueWeighting ↓
Tri-Star Advisors Inc. 465,104$24,748,00010.87%
Firestone Capital Management 601,137$32,155,00010.64%
First Ascent Asset Management, LLC 899,864$47,909,00010.64%
Williams Financial, LLC 209,495$11,154,0009.65%
R. W. Roge & Company, Inc. 267,725$14,176,0008.40%
MCMORGAN & CO LLC 778,751$41,461,0008.32%
ONE Advisory Partners, LLC 237,025$12,619,0007.83%
High Falls Advisors, Inc 540,099$28,755,0007.81%
SigFig Wealth Management, LLC 2,595,464$138,183,0006.93%
JACOBSON & SCHMITT ADVISORS, LLC 465,331$24,774,0006.83%
View complete list of ISHARES TR shareholders