ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 460 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,340,134 | -35.6% | 30,702 | -33.9% | 0.53% | -31.2% |
| Q2 2023 | $2,080,522 | -9.5% | 46,461 | -6.5% | 0.76% | -16.0% |
| Q1 2023 | $2,298,301 | +5.1% | 49,693 | +5.1% | 0.91% | -20.9% |
| Q4 2022 | $2,186,699 | +23.7% | 47,300 | +17.4% | 1.15% | +16.1% |
| Q3 2022 | $1,768,000 | +12.7% | 40,291 | +23.0% | 0.99% | +19.5% |
| Q2 2022 | $1,569,000 | +3.1% | 32,764 | +1.9% | 0.83% | -2.2% |
| Q1 2022 | $1,522,000 | -1.7% | 32,162 | +6.2% | 0.85% | -41.6% |
| Q4 2021 | $1,549,000 | +56.8% | 30,272 | +63.3% | 1.45% | +60.6% |
| Q3 2021 | $988,000 | -60.2% | 18,541 | -59.7% | 0.90% | +67.0% |
| Q2 2021 | $2,480,000 | +90.5% | 46,019 | +87.4% | 0.54% | +40.8% |
| Q1 2021 | $1,302,000 | +59.4% | 24,557 | +63.2% | 0.38% | +54.6% |
| Q4 2020 | $817,000 | – | 15,049 | – | 0.25% | – |
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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% |