ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.80 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,219,272 | -7.3% | 27,891 | -3.5% | 0.28% | -5.8% |
| Q2 2023 | $1,314,748 | -0.9% | 28,915 | +0.6% | 0.29% | -4.6% |
| Q1 2023 | $1,326,862 | +0.0% | 28,751 | -2.6% | 0.31% | -7.0% |
| Q4 2022 | $1,326,681 | -5.0% | 29,528 | -5.8% | 0.33% | -7.0% |
| Q3 2022 | $1,396,000 | -3.4% | 31,361 | +1.6% | 0.36% | -0.8% |
| Q2 2022 | $1,445,000 | -1.8% | 30,854 | +4.1% | 0.36% | +5.9% |
| Q1 2022 | $1,471,000 | -1.7% | 29,640 | +4.8% | 0.34% | 0.0% |
| Q4 2021 | $1,496,000 | +1.4% | 28,271 | +2.1% | 0.34% | -6.1% |
| Q3 2021 | $1,475,000 | – | 27,700 | – | 0.36% | – |
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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% |