ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 373 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| 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% |