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
| 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% | – |
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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% |