ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 497 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,312,261 | -4.1% | 52,894 | -0.2% | 0.40% | +21.8% |
| Q2 2023 | $2,411,001 | -2.9% | 53,024 | -1.5% | 0.33% | -17.2% |
| Q1 2023 | $2,483,332 | +38.8% | 53,810 | +35.2% | 0.40% | +27.4% |
| Q4 2022 | $1,788,663 | +26.1% | 39,810 | +24.9% | 0.31% | +15.0% |
| Q3 2022 | $1,418,000 | +13.0% | 31,874 | +18.9% | 0.27% | +13.8% |
| Q2 2022 | $1,255,000 | +53.6% | 26,811 | +62.9% | 0.24% | +77.8% |
| Q1 2022 | $817,000 | – | 16,455 | – | 0.14% | – |
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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% |