ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 343 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| 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% |