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 | $1,406,180 | +1.9% | 32,167 | +6.0% | 0.70% | +13.2% |
Q2 2023 | $1,379,924 | +4.5% | 30,348 | +6.1% | 0.62% | -3.4% |
Q1 2023 | $1,320,213 | +3.4% | 28,607 | +0.7% | 0.64% | -16.9% |
Q4 2022 | $1,276,641 | +0.9% | 28,414 | -0.0% | 0.78% | -8.1% |
Q3 2022 | $1,265,000 | +212.3% | 28,428 | +228.5% | 0.84% | +153.5% |
Q2 2022 | $405,000 | – | 8,653 | – | 0.33% | – |
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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% |