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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |