ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,757,913 | -10.5% | 40,213 | -6.9% | 1.69% | -6.8% |
| Q2 2023 | $1,963,326 | +13.7% | 43,179 | +15.4% | 1.81% | +18.4% |
| Q1 2023 | $1,727,216 | +61.6% | 37,426 | +57.4% | 1.53% | +31.1% |
| Q4 2022 | $1,068,622 | -99.9% | 23,784 | +39.5% | 1.17% | +17.1% |
| Q3 2022 | $759,419,000 | +127319.3% | 17,053 | +33.9% | 1.00% | +4.2% |
| Q2 2022 | $596,000 | +2.4% | 12,736 | +8.5% | 0.96% | +37.8% |
| Q1 2022 | $582,000 | -99.8% | 11,736 | +103.2% | 0.69% | +145.2% |
| Q4 2021 | $305,674,000 | – | 5,775 | – | 0.28% | – |
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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% |