ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 460 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| 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% |