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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $457,390 | -3.9% | 10,463 | 0.0% | 0.12% | -11.4% |
| Q2 2023 | $475,753 | -8.5% | 10,463 | -7.2% | 0.14% | -1.4% |
| Q1 2023 | $520,202 | -28.4% | 11,272 | -30.3% | 0.14% | -32.7% |
| Q4 2022 | $726,652 | -31.6% | 16,173 | -32.3% | 0.21% | -39.9% |
| Q3 2022 | $1,063,000 | -16.7% | 23,889 | -12.3% | 0.35% | -14.4% |
| Q2 2022 | $1,276,000 | -22.9% | 27,254 | -18.2% | 0.41% | -16.7% |
| Q1 2022 | $1,654,000 | -8.0% | 33,329 | -1.9% | 0.49% | -12.1% |
| Q4 2021 | $1,798,000 | -28.4% | 33,986 | -28.0% | 0.56% | -33.0% |
| Q3 2021 | $2,512,000 | -1.0% | 47,197 | -0.5% | 0.84% | -4.5% |
| Q2 2021 | $2,538,000 | -0.7% | 47,450 | -2.1% | 0.88% | -13.5% |
| Q1 2021 | $2,556,000 | +1.9% | 48,471 | +5.4% | 1.01% | -8.3% |
| Q4 2020 | $2,509,000 | – | 45,981 | – | 1.10% | – |
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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% |