ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 394 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,823,567 | -16.6% | 453,473 | -13.2% | 2.33% | -15.3% |
| Q2 2023 | $23,767,601 | -4.9% | 522,709 | -3.5% | 2.75% | -11.8% |
| Q1 2023 | $24,988,468 | +66.0% | 541,462 | +61.6% | 3.11% | +60.7% |
| Q4 2022 | $15,052,401 | +3.8% | 335,019 | +2.8% | 1.94% | -6.4% |
| Q3 2022 | $14,508,000 | -3.1% | 326,029 | +2.0% | 2.07% | +1.4% |
| Q2 2022 | $14,968,000 | +0.6% | 319,693 | +6.7% | 2.04% | +3.4% |
| Q1 2022 | $14,876,000 | +53.5% | 299,745 | +63.7% | 1.97% | +63.7% |
| Q4 2021 | $9,694,000 | +11.3% | 183,146 | +12.0% | 1.21% | -0.2% |
| Q3 2021 | $8,708,000 | +7.4% | 163,569 | +7.9% | 1.21% | +5.2% |
| Q2 2021 | $8,111,000 | +66.1% | 151,639 | +63.9% | 1.15% | +51.3% |
| Q1 2021 | $4,882,000 | – | 92,505 | – | 0.76% | – |
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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% |