ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 343 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $35,244,872 | -33.1% | 806,242 | -30.4% | 2.21% | -29.2% |
Q2 2023 | $52,653,806 | -0.4% | 1,157,990 | +1.1% | 3.12% | -13.0% |
Q1 2023 | $52,861,595 | +76.9% | 1,145,430 | +72.2% | 3.59% | +63.6% |
Q4 2022 | $29,880,766 | -16.5% | 665,052 | -17.3% | 2.19% | -17.7% |
Q3 2022 | $35,796,000 | -0.1% | 804,406 | +5.1% | 2.66% | +3.5% |
Q2 2022 | $35,819,000 | -3.6% | 765,046 | +2.2% | 2.57% | +22.3% |
Q1 2022 | $37,168,000 | +18.8% | 748,901 | +26.7% | 2.10% | +18.9% |
Q4 2021 | $31,291,000 | +7.1% | 591,173 | +7.7% | 1.77% | -8.4% |
Q3 2021 | $29,211,000 | +2.6% | 548,667 | +3.1% | 1.93% | -3.0% |
Q2 2021 | $28,479,000 | +36.1% | 532,423 | +34.2% | 1.99% | +20.8% |
Q1 2021 | $20,926,000 | – | 396,702 | – | 1.65% | – |
Download |
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% |