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 | $1,140,083 | -14.9% | 26,080 | -11.5% | 0.48% | -12.5% |
| Q2 2023 | $1,339,870 | -0.0% | 29,467 | +1.5% | 0.55% | -2.1% |
| Q1 2023 | $1,340,175 | +25.5% | 29,040 | +22.2% | 0.56% | +20.3% |
| Q4 2022 | $1,067,896 | +11.2% | 23,768 | +10.2% | 0.47% | +2.6% |
| Q3 2022 | $960,000 | -9.9% | 21,565 | -5.2% | 0.46% | -8.1% |
| Q2 2022 | $1,065,000 | +0.1% | 22,746 | +13.1% | 0.50% | +3.6% |
| Q1 2022 | $1,064,000 | 0.0% | 20,107 | 0.0% | 0.48% | 0.0% |
| Q4 2021 | $1,064,000 | +14.0% | 20,107 | +14.8% | 0.48% | -9.0% |
| Q3 2021 | $933,000 | +14.3% | 17,516 | +14.8% | 0.52% | +10.3% |
| Q2 2021 | $816,000 | +46.8% | 15,256 | +45.7% | 0.48% | +31.9% |
| Q1 2021 | $556,000 | – | 10,472 | – | 0.36% | – |
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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% |