ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 456 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $456,876 | -8.1% | 10,451 | -4.4% | 0.04% | -25.9% |
| Q2 2023 | $497,231 | +1.8% | 10,935 | +3.3% | 0.06% | 0.0% |
| Q1 2023 | $488,301 | +41.5% | 10,581 | +37.8% | 0.06% | +26.1% |
| Q4 2022 | $345,120 | +11.0% | 7,681 | +9.8% | 0.05% | -2.1% |
| Q3 2022 | $311,000 | +32.9% | 6,994 | +40.2% | 0.05% | +34.3% |
| Q2 2022 | $234,000 | +78.6% | 4,989 | +101.3% | 0.04% | +84.2% |
| Q3 2021 | $131,000 | +42.4% | 2,479 | +43.3% | 0.02% | +72.7% |
| Q2 2021 | $92,000 | +196.8% | 1,730 | +191.7% | 0.01% | +120.0% |
| Q1 2021 | $31,000 | +675.0% | 593 | +670.1% | 0.01% | +400.0% |
| Q4 2020 | $4,000 | -99.9% | 77 | +1.3% | 0.00% | -50.0% |
| Q3 2020 | $4,167,000 | +0.4% | 76 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,152,000 | +4.7% | 76 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $3,965,000 | – | 76 | – | 0.00% | – |
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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% |