ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 497 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.1%.
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 | 552,421 | $25,494,230 | 19.90% |
| ZRC WEALTH MANAGEMENT, LLC | 376,827 | $17,390,577 | 15.92% |
| Stone House Investment Management, LLC | 924,482 | $42,664,834 | 14.42% |
| High Falls Advisors, Inc | 1,005,368 | $46,397,734 | 13.81% |
| MCMORGAN & CO LLC | 1,339,996 | $61,840,818 | 12.73% |
| ONE Advisory Partners, LLC | 468,953 | $21,642,194 | 12.73% |
| Keystone Financial Services | 463,902 | $21,409,080 | 11.47% |
| Copperleaf Capital, LLC | 245,381 | $11,324,329 | 11.26% |
| TNF LLC | 455,197 | $21,052,871 | 9.47% |
| JB Capital LLC | 2,203,547 | $101,693,737 | 9.28% |