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 | $937,900 | -20.6% | 21,455 | -17.4% | 0.17% | -18.8% |
| Q2 2023 | $1,180,720 | +12.4% | 25,967 | +14.0% | 0.21% | +6.7% |
| Q1 2023 | $1,050,883 | +52.7% | 22,771 | +48.7% | 0.20% | -30.4% |
| Q4 2022 | $688,014 | +25.3% | 15,313 | +24.2% | 0.28% | +12.4% |
| Q3 2022 | $549,000 | -6.5% | 12,332 | -2.0% | 0.25% | +8.7% |
| Q2 2022 | $587,000 | -13.7% | 12,590 | -8.5% | 0.23% | +6.5% |
| Q1 2022 | $680,000 | +37.4% | 13,756 | +48.1% | 0.22% | +22.9% |
| Q3 2021 | $495,000 | -12.2% | 9,291 | -11.9% | 0.18% | -15.0% |
| Q2 2021 | $564,000 | +5.6% | 10,550 | +4.1% | 0.21% | -2.4% |
| Q1 2021 | $534,000 | – | 10,132 | – | 0.21% | – |
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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% |