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 | $676,489 | +5.6% | 15,475 | +9.9% | 0.37% | +1.6% |
| Q2 2023 | $640,389 | +4.9% | 14,084 | +6.5% | 0.37% | -5.2% |
| Q1 2023 | $610,513 | +5.4% | 13,229 | +2.7% | 0.39% | -6.5% |
| Q4 2022 | $578,996 | +32.8% | 12,887 | +31.4% | 0.42% | +33.4% |
| Q3 2022 | $436,000 | -1.8% | 9,807 | +3.5% | 0.31% | +23.4% |
| Q2 2022 | $444,000 | -18.8% | 9,473 | -14.0% | 0.25% | -3.4% |
| Q1 2022 | $547,000 | -0.7% | 11,021 | +5.8% | 0.26% | +2.8% |
| Q4 2021 | $551,000 | +64.5% | 10,419 | +65.6% | 0.25% | +46.0% |
| Q3 2021 | $335,000 | +27.4% | 6,293 | +28.1% | 0.17% | +23.4% |
| Q2 2021 | $263,000 | – | 4,912 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ZRC WEALTH MANAGEMENT, LLC | 441,611 | $19,305,038 | 16.67% |
| MCMORGAN & CO LLC | 2,034,125 | $88,921,784 | 16.44% |
| Williams Financial, LLC | 456,586 | $19,959,650 | 15.16% |
| High Falls Advisors, Inc | 986,973 | $43,145,542 | 12.95% |
| ONE Advisory Partners, LLC | 470,175 | $20,553,698 | 12.01% |
| Keystone Financial Services | 445,919 | $19,493,345 | 10.32% |
| Sharkey, Howes & Javer | 1,147,311 | $50,154,716 | 9.61% |
| Private Ocean, LLC | 1,632,359 | $71,358,568 | 9.06% |
| TNF LLC | 446,550 | $19,023,049 | 8.83% |
| Compass Ion Advisors, LLC | 1,102,715 | $48,205,214 | 8.27% |