ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 243 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $756,648 | -49.0% | 17,309 | -46.9% | 0.06% | -48.7% |
| Q2 2023 | $1,482,948 | -69.6% | 32,614 | -69.2% | 0.12% | -71.3% |
| Q1 2023 | $4,882,319 | +85017.1% | 105,792 | -17.1% | 0.41% | -21.7% |
| Q4 2022 | $5,736 | -99.9% | 127,661 | -1.9% | 0.53% | -12.0% |
| Q3 2022 | $5,791,000 | -6.9% | 130,138 | -2.0% | 0.60% | +7.7% |
| Q2 2022 | $6,219,000 | -60.1% | 132,826 | -57.7% | 0.56% | -55.5% |
| Q1 2022 | $15,589,000 | +16.2% | 314,100 | +23.9% | 1.25% | +14.0% |
| Q4 2021 | $13,420,000 | -7.3% | 253,543 | -6.8% | 1.10% | -26.2% |
| Q3 2021 | $14,478,000 | -5.8% | 271,931 | -5.3% | 1.49% | -3.5% |
| Q2 2021 | $15,365,000 | +29.1% | 287,242 | +27.4% | 1.54% | +23.3% |
| Q1 2021 | $11,898,000 | -6.7% | 225,546 | -3.5% | 1.25% | -12.4% |
| Q4 2020 | $12,753,000 | +26.6% | 233,651 | +26.1% | 1.43% | +0.8% |
| Q3 2020 | $10,073,000 | – | 185,236 | – | 1.42% | – |
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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% |