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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $724,000 | -42.9% | 15,470 | -39.4% | 0.13% | -38.4% |
| Q1 2022 | $1,268,000 | -14.1% | 25,547 | -7.9% | 0.22% | -18.8% |
| Q3 2021 | $1,476,000 | +3.2% | 27,732 | +3.7% | 0.27% | -0.7% |
| Q2 2021 | $1,430,000 | +28.7% | 26,730 | +26.9% | 0.27% | +16.0% |
| Q1 2021 | $1,111,000 | -6.2% | 21,067 | -2.9% | 0.23% | -13.2% |
| Q4 2020 | $1,184,000 | +4.1% | 21,695 | +3.7% | 0.27% | -9.2% |
| Q3 2020 | $1,137,000 | – | 20,916 | – | 0.29% | – |
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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% |