ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 456 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $409,000 | -50.6% | 8,249 | -47.3% | 0.12% | -48.0% |
| Q4 2021 | $828,000 | -0.4% | 15,639 | +0.2% | 0.22% | -5.5% |
| Q3 2021 | $831,000 | -1.3% | 15,607 | 0.0% | 0.24% | +1.3% |
| Q2 2021 | $842,000 | -0.5% | 15,607 | -2.7% | 0.24% | -15.5% |
| Q1 2021 | $846,000 | -23.6% | 16,042 | -20.9% | 0.28% | -24.7% |
| Q4 2020 | $1,107,000 | +38.0% | 20,279 | +37.6% | 0.37% | +8.2% |
| Q3 2020 | $802,000 | +3.2% | 14,739 | +3.0% | 0.34% | -3.1% |
| Q2 2020 | $777,000 | +9.6% | 14,310 | +5.8% | 0.35% | -10.9% |
| Q1 2020 | $709,000 | -96.4% | 13,523 | -96.5% | 0.40% | -95.7% |
| Q4 2019 | $19,936,000 | – | 382,593 | – | 9.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 465,104 | $24,748,000 | 10.87% |
| Firestone Capital Management | 601,137 | $32,155,000 | 10.64% |
| First Ascent Asset Management, LLC | 899,864 | $47,909,000 | 10.64% |
| Williams Financial, LLC | 209,495 | $11,154,000 | 9.65% |
| R. W. Roge & Company, Inc. | 267,725 | $14,176,000 | 8.40% |
| MCMORGAN & CO LLC | 778,751 | $41,461,000 | 8.32% |
| ONE Advisory Partners, LLC | 237,025 | $12,619,000 | 7.83% |
| High Falls Advisors, Inc | 540,099 | $28,755,000 | 7.81% |
| SigFig Wealth Management, LLC | 2,595,464 | $138,183,000 | 6.93% |
| JACOBSON & SCHMITT ADVISORS, LLC | 465,331 | $24,774,000 | 6.83% |