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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,173,529 | -40.5% | 26,845 | -38.1% | 0.54% | -34.9% |
| Q2 2023 | $1,972,376 | -15.0% | 43,378 | -13.7% | 0.84% | -21.8% |
| Q1 2023 | $2,319,254 | +55.1% | 50,255 | +51.0% | 1.07% | +49.2% |
| Q4 2022 | $1,494,997 | +8.1% | 33,274 | +7.0% | 0.72% | -4.9% |
| Q3 2022 | $1,383,000 | -14.9% | 31,088 | -10.5% | 0.75% | -12.8% |
| Q2 2022 | $1,626,000 | -9.2% | 34,736 | -3.7% | 0.86% | +16.3% |
| Q1 2022 | $1,791,000 | +18.5% | 36,082 | +26.3% | 0.74% | +22.6% |
| Q4 2021 | $1,512,000 | -4.9% | 28,574 | -4.3% | 0.61% | -11.0% |
| Q3 2021 | $1,590,000 | +6.1% | 29,860 | +6.6% | 0.68% | +96.0% |
| Q2 2021 | $1,499,000 | -30.0% | 28,018 | -31.0% | 0.35% | -23.7% |
| Q1 2021 | $2,142,000 | +264.3% | 40,610 | +275.7% | 0.46% | +185.0% |
| Q3 2020 | $588,000 | – | 10,808 | – | 0.16% | – |
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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% |