ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 394 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,219,272 | -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 ↓ |
|---|---|---|---|
| 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% |