ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 243 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $216,619 | -3.0% | 4,764 | -1.5% | 0.04% | -8.7% |
| Q1 2023 | $223,320 | -29.1% | 4,839 | -31.0% | 0.05% | -32.4% |
| Q4 2022 | $315,139 | +1.0% | 7,014 | 0.0% | 0.07% | -6.8% |
| Q3 2022 | $312,000 | -6.3% | 7,014 | -1.5% | 0.07% | +7.4% |
| Q2 2022 | $333,000 | -12.1% | 7,121 | -6.8% | 0.07% | +7.9% |
| Q1 2022 | $379,000 | -17.4% | 7,639 | -12.0% | 0.06% | -13.7% |
| Q4 2021 | $459,000 | -1.7% | 8,677 | -1.1% | 0.07% | -39.2% |
| Q3 2021 | $467,000 | +1.3% | 8,772 | +1.9% | 0.12% | +0.8% |
| Q2 2021 | $461,000 | -0.2% | 8,611 | -1.6% | 0.12% | -24.7% |
| Q1 2021 | $462,000 | +57.1% | 8,755 | +62.6% | 0.16% | +154.8% |
| Q4 2020 | $294,000 | – | 5,384 | – | 0.06% | – |
Download | ||||||
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% |