ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 243 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $475,000 | -21.1% | 9,918 | -13.4% | 0.18% | -11.3% |
| Q4 2021 | $602,000 | -26.8% | 11,457 | -26.0% | 0.20% | -34.3% |
| Q3 2021 | $822,000 | -96.1% | 15,487 | -96.1% | 0.31% | -96.6% |
| Q2 2021 | $21,293,000 | +5.2% | 396,371 | +3.3% | 9.20% | -9.1% |
| Q1 2021 | $20,237,000 | +515.1% | 383,646 | +536.5% | 10.13% | +370.1% |
| Q4 2020 | $3,290,000 | – | 60,271 | – | 2.16% | – |
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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% |